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Arkadios Wealth Advisors: SOFI position timeline

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

Arkadios Wealth Advisors held 113,587 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,587 shares
    Change vs previous 13F +40,217 shares

    0.03% of the 13F portfolio, value $2,036,615.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 73,370 shares
    Change vs previous 13F +10,587 shares

    0.02% of the 13F portfolio, value $1,165,115.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 62,783 shares
    Change vs previous 13F +1,741 shares

    0.03% of the 13F portfolio, value $1,643,659.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 61,042 shares
    Change vs previous 13F -3,481 shares

    0.04% of the 13F portfolio, value $1,612,730.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 64,523 shares
    Change vs previous 13F +1,119 shares

    0.04% of the 13F portfolio, value $1,174,964.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 63,404 shares
    Change vs previous 13F +1,092 shares

    0.03% of the 13F portfolio, value $737,389.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 62,312 shares
    Change vs previous 13F +1,781 shares

    0.05% of the 13F portfolio, value $959,605.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 60,531 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $475,774.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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