CMG Global Holdings, LLC: SOFI position timeline

CMG Global Holdings, LLC held 163,115 SOFI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 163,115 shares

   Change vs previous 13F +6,785 shares

   1.13% of the 13F portfolio, value $2,564,168.

   13F-HR 0001839445-26-000005 filed by CMG Global Holdings, LLC
   Accepted 2026-10-14 13:23:17 UTC, ingested 2026-10-14 13:24:28 UTC

2. period ended2026-06-30

   13F 156,330 shares

   Change vs previous 13F -5,674 shares

   1.19% of the 13F portfolio, value $2,802,997.

   13F-HR 0001839445-26-000003 filed by CMG Global Holdings, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 162,004 shares

   Change vs previous 13F -93,659 shares

   1.23% of the 13F portfolio, value $2,572,624.

   13F-HR 0001839445-26-000002 filed by CMG Global Holdings, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 255,663 shares

   Change vs previous 13F +27,077 shares

   2.35% of the 13F portfolio, value $5,305,007.

   13F-HR 0001839445-26-000001 filed by CMG Global Holdings, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 228,586 shares

   Change vs previous 13F +15,560 shares

   3.13% of the 13F portfolio, value $6,407,266.

   13F-HR 0001839445-25-000006 filed by CMG Global Holdings, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 213,026 shares

   Change vs previous 13F +72,637 shares

   2.36% of the 13F portfolio, value $4,477,807.

   13F-HR 0001839445-25-000005 filed by CMG Global Holdings, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 140,389 shares

   Change vs previous 13F +61,443 shares

   1.13% of the 13F portfolio, value $1,728,189.

   13F-HR 0001839445-25-000003 filed by CMG Global Holdings, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 78,946 shares

   Change vs previous 13F not available

   0.77% of the 13F portfolio, value $1,388,660.

   13F-HR 0001839445-25-000001 filed by CMG Global Holdings, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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