Skip to content
Disclosery

Carroll Investors, Inc: SOFI position timeline

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

Carroll Investors, Inc held 381,363 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 381,363 shares
    Change vs previous 13F +12,912 shares

    2.92% of the 13F portfolio, value $6,839,745.

    13F-HR 0001172661-26-003009 filed by Carroll Investors, 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 368,451 shares
    Change vs previous 13F +156,145 shares

    3.13% of the 13F portfolio, value $5,851,002.

    13F-HR 0001172661-26-002268 filed by Carroll Investors, 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 212,306 shares
    Change vs previous 13F -43,802 shares

    2.66% of the 13F portfolio, value $5,558,171.

    13F-HR 0001172661-26-000765 filed by Carroll Investors, 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 256,108 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $6,766,373.

    13F-HR 0001172661-25-004690 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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