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Disclosery

Belmont Capital, LLC: SOFI position timeline

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

Belmont Capital, LLC held 140,000 SOFI shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 140,000 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $2,549,400.

    13F-HR 0001793367-25-000004 filed by Belmont Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 140,000 shares
    Change vs previous 13F -102,350 shares

    0.29% of the 13F portfolio, value $1,628,200.

    13F-HR 0001793367-25-000003 filed by Belmont Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 242,350 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $3,732,190.

    13F-HR 0001793367-25-000001 filed by Belmont Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 242,350 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,904,871.

    13F-HR 0001793367-24-000006 filed by Belmont Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 242,350 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,601,934.

    13F-HR 0001793367-24-000004 filed by Belmont Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 242,350 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,769,155.

    13F-HR 0001793367-24-000003 filed by Belmont Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 242,350 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $2,411,383.

    13F-HR 0001793367-24-000001 filed by Belmont Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 242,350 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,936,377.

    13F-HR 0001793367-23-000006 filed by Belmont Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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