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Cetera Investment Advisers: SOFI position timeline

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

Cetera Investment Advisers held 957,655 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 957,655 shares
    Change vs previous 13F +247,159 shares

    0.02% of the 13F portfolio, value $17,170,736.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 710,496 shares
    Change vs previous 13F +41,767 shares

    0.01% of the 13F portfolio, value $11,282,679.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 668,729 shares
    Change vs previous 13F +68,329 shares

    0.02% of the 13F portfolio, value $17,507,313.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 600,400 shares
    Change vs previous 13F +19,175 shares

    0.02% of the 13F portfolio, value $15,862,581.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 581,225 shares
    Change vs previous 13F +42,968 shares

    0.02% of the 13F portfolio, value $10,584,107.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 538,257 shares
    Change vs previous 13F +18,213 shares

    0.01% of the 13F portfolio, value $6,259,923.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 520,044 shares
    Change vs previous 13F -282,252 shares

    0.02% of the 13F portfolio, value $8,008,678.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 802,296 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,306,047.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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