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Axim Planning & Wealth: SOFI position timeline

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

Axim Planning & Wealth held 12,859 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,859 shares
    Change vs previous 13F +1,359 shares

    0.33% of the 13F portfolio, value $230,562.

    13F-HR 0001941040-26-000598 filed by Axim Planning & Wealth
    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 11,500 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $182,620.

    13F-HR 0001941040-26-000358 filed by Axim Planning & Wealth
    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 11,500 shares
    Change vs previous 13F -1,429 shares

    0.32% of the 13F portfolio, value $301,070.

    13F-HR 0001941040-26-000158 filed by Axim Planning & Wealth
    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 12,929 shares
    Change vs previous 13F -2,721 shares

    0.27% of the 13F portfolio, value $341,584.

    13F-HR 0001941040-25-000593 filed by Axim Planning & Wealth
    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 15,650 shares
    Change vs previous 13F +1,000 shares

    0.26% of the 13F portfolio, value $284,987.

    13F-HR 0001941040-25-000429 filed by Axim Planning & Wealth
    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 14,650 shares
    Change vs previous 13F -4,662 shares

    0.15% of the 13F portfolio, value $170,380.

    13F-HR 0001941040-25-000291 filed by Axim Planning & Wealth
    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 19,312 shares
    Change vs previous 13F -13,606 shares

    0.32% of the 13F portfolio, value $297,405.

    13F-HR 0001941040-25-000120 filed by Axim Planning & Wealth
    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 32,918 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $258,735.

    13F-HR 0001941040-24-000468 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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