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Disclosery

Composition Wealth, LLC: SOFI position timeline

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

Composition Wealth, LLC held 96,007 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,007 shares
    Change vs previous 13F +925 shares

    0.02% of the 13F portfolio, value $1,721,406.

    13F-HR 0001951757-26-001020 filed by Composition Wealth, 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 95,082 shares
    Change vs previous 13F +4,252 shares

    0.02% of the 13F portfolio, value $1,509,902.

    13F-HR 0001951757-26-000540 filed by Composition Wealth, 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 90,830 shares
    Change vs previous 13F +1,041 shares

    0.03% of the 13F portfolio, value $2,377,929.

    13F-HR 0001951757-26-000334 filed by Composition Wealth, 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 89,789 shares
    Change vs previous 13F +1,318 shares

    0.04% of the 13F portfolio, value $2,372,225.

    13F-HR 0001951757-25-001181 filed by Composition Wealth, 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 88,471 shares
    Change vs previous 13F +3,953 shares

    0.03% of the 13F portfolio, value $1,611,057.

    13F-HR 0001951757-25-000900 filed by Composition Wealth, 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 84,518 shares
    Change vs previous 13F -9,913 shares

    0.02% of the 13F portfolio, value $982,944.

    13F-HR 0001951757-25-000347 filed by Composition Wealth, 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 94,431 shares
    Change vs previous 13F +10,081 shares

    0.03% of the 13F portfolio, value $1,454,237.

    13F-HR 0001951757-25-000008 filed by Composition Wealth, 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 84,350 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $662,991.

    13F-HR 0001951757-24-000972 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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