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Disclosery

Ballentine Partners, LLC: SOFI position timeline

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

Ballentine Partners, LLC held 14,608 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,608 shares
    Change vs previous 13F +601 shares

    <0.01% of the 13F portfolio, value $261,921.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 14,007 shares
    Change vs previous 13F -305 shares

    <0.01% of the 13F portfolio, value $222,431.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 14,312 shares
    Change vs previous 13F -142 shares

    0.01% of the 13F portfolio, value $374,688.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 14,454 shares
    Change vs previous 13F +240 shares

    0.01% of the 13F portfolio, value $381,875.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 14,214 shares
    Change vs previous 13F -434 shares

    <0.01% of the 13F portfolio, value $258,837.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 14,648 shares
    Change vs previous 13F +1,497 shares

    <0.01% of the 13F portfolio, value $170,356.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 13,151 shares
    Change vs previous 13F -31 shares

    <0.01% of the 13F portfolio, value $202,525.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 13,182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,611.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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