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Disclosery

Belpointe Asset Management LLC: SOFI position timeline

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

Belpointe Asset Management LLC held 72,255 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,255 shares
    Change vs previous 13F +48,865 shares

    0.04% of the 13F portfolio, value $1,295,532.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management 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 23,390 shares
    Change vs previous 13F -39,021 shares

    0.01% of the 13F portfolio, value $371,433.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset Management 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 62,411 shares
    Change vs previous 13F -1,319 shares

    0.06% of the 13F portfolio, value $1,633,920.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset Management 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 63,730 shares
    Change vs previous 13F -12,822 shares

    0.06% of the 13F portfolio, value $1,683,747.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset Management 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 76,552 shares
    Change vs previous 13F +57,265 shares

    0.06% of the 13F portfolio, value $1,394,012.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset Management 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 19,287 shares
    Change vs previous 13F -15,726 shares

    0.01% of the 13F portfolio, value $224,308.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset Management 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 35,013 shares
    Change vs previous 13F -173 shares

    0.02% of the 13F portfolio, value $279,754.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset Management 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 35,186 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $276,562.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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