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Disclosery

Allworth Financial LP: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on SOFI, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 126,401 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,401 shares
    Change vs previous 13F -4,012 shares

    0.01% of the 13F portfolio, value $2,266,364.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 130,413 shares
    Change vs previous 13F +2,769 shares

    0.01% of the 13F portfolio, value $2,070,956.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 127,644 shares
    Change vs previous 13F +9,719 shares

    0.01% of the 13F portfolio, value $3,341,716.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 117,925 shares
    Change vs previous 13F +93,892 shares

    0.01% of the 13F portfolio, value $3,115,574.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 24,033 shares
    Change vs previous 13F -8,747 shares

    <0.01% of the 13F portfolio, value $437,638.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 32,780 shares
    Change vs previous 13F -57,476 shares

    <0.01% of the 13F portfolio, value $403,520.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 90,256 shares
    Change vs previous 13F +75,069 shares

    0.01% of the 13F portfolio, value $1,587,600.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 15,187 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $119,369.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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