Bartlett & Co. LLC: SOFI position timeline

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

Bartlett & Co. LLC held 0 SOFI shares at 2022-09-30 per its 13F-HR filed 2022-10-17.

the latest 13F is the newest step

period ended2022-09-30
13F 0 shares
Change vs previous 13F -44,775 shares
13F-HR 0001550075-22-000007 filed by Bartlett & Co. LLC
Filed 2022-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-06-30
13F 44,775 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $236,000.
13F-HR 0001550075-22-000006 filed by Bartlett & Co. LLC
Filed 2022-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).