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Disclosery

Advisory Services Network, LLC: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Services Network, LLC on SOFI, newest first. How the timeline and the estimate are built.

Advisory Services Network, LLC held 95,098 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,098 shares
    Change vs previous 13F +57,069 shares

    0.02% of the 13F portfolio, value $1,705,111.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,029 shares
    Change vs previous 13F -1,550 shares

    0.01% of the 13F portfolio, value $603,908.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,579 shares
    Change vs previous 13F +4,931 shares

    0.01% of the 13F portfolio, value $1,036,189.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,648 shares
    Change vs previous 13F +798 shares

    0.01% of the 13F portfolio, value $915,393.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,850 shares
    Change vs previous 13F -19,435 shares

    0.01% of the 13F portfolio, value $764,322.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 53,285 shares
    Change vs previous 13F +2,460 shares

    0.01% of the 13F portfolio, value $619,708.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,825 shares
    Change vs previous 13F -9,451 shares

    0.01% of the 13F portfolio, value $782,712.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,276 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $398,427.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).