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Baltimore-Washington Financial Advisors, Inc.: SOFI position timeline

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

Baltimore-Washington Financial Advisors, Inc. held 897,459 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 897,459 shares
    Change vs previous 13F +21,466 shares

    0.6% of the 13F portfolio, value $16,091,440.

    13F-HR 0001172661-26-003348 filed by Baltimore-Washington Financial Advisors, Inc.
    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 875,993 shares
    Change vs previous 13F +61,949 shares

    0.6% of the 13F portfolio, value $13,910,769.

    13F-HR 0001172661-26-001985 filed by Baltimore-Washington Financial Advisors, Inc.
    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 814,044 shares
    Change vs previous 13F +60,726 shares

    0.89% of the 13F portfolio, value $21,311,672.

    13F-HR 0001172661-26-000706 filed by Baltimore-Washington Financial Advisors, Inc.
    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 753,318 shares
    Change vs previous 13F -10,068 shares

    0.85% of the 13F portfolio, value $19,902,662.

    13F-HR 0001172661-25-004696 filed by Baltimore-Washington Financial Advisors, Inc.
    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 763,386 shares
    Change vs previous 13F +158,455 shares

    0.65% of the 13F portfolio, value $13,901,259.

    13F-HR 0001172661-25-003090 filed by Baltimore-Washington Financial Advisors, Inc.
    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 604,931 shares
    Change vs previous 13F +12,001 shares

    0.37% of the 13F portfolio, value $7,035,348.

    13F-HR 0001172661-25-001887 filed by Baltimore-Washington Financial Advisors, Inc.
    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 592,930 shares
    Change vs previous 13F +67,779 shares

    0.47% of the 13F portfolio, value $9,131,122.

    13F-HR 0001172661-25-000351 filed by Baltimore-Washington Financial Advisors, Inc.
    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 525,151 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,127,687.

    13F-HR 0001172661-24-004583 filed by Baltimore-Washington Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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