AlphaStar Capital Management, LLC: SOFI position timeline

AlphaStar Capital Management, LLC held 796,761 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 796,761 shares

   Change vs previous 13F +518,167 shares

   0.91% of the 13F portfolio, value $14,285,925.

   13F-HR 0001633857-26-000004 filed by AlphaStar Capital Management, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 278,594 shares

   Change vs previous 13F +229,163 shares

   0.33% of the 13F portfolio, value $4,424,073.

   13F-HR 0001633857-26-000003 filed by AlphaStar Capital Management, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 49,431 shares

   Change vs previous 13F +69 shares

   0.09% of the 13F portfolio, value $1,294,104.

   13F-HR 0001633857-26-000001 filed by AlphaStar Capital Management, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 49,362 shares

   Change vs previous 13F -27,724 shares

   0.11% of the 13F portfolio, value $1,304,144.

   13F-HR 0001633857-25-000010 filed by AlphaStar Capital Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 77,086 shares

   Change vs previous 13F -238,647 shares

   0.1% of the 13F portfolio, value $1,403,736.

   13F-HR 0001633857-25-000008 filed by AlphaStar Capital Management, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 315,733 shares

   Change vs previous 13F +16,287 shares

   0.37% of the 13F portfolio, value $3,671,975.

   13F-HR 0001633857-25-000006 filed by AlphaStar Capital Management, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 299,446 shares

   Change vs previous 13F -453,652 shares

   0.48% of the 13F portfolio, value $4,611,468.

   13F-HR 0001633857-25-000002 filed by AlphaStar Capital Management, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 753,098 shares

   Change vs previous 13F not available

   0.47% of the 13F portfolio, value $5,919,350.

   13F-HR 0001633857-24-000003 filed by AlphaStar Capital Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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