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Consolidated Investment Group LLC: SOFI position timeline

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

Consolidated Investment Group LLC held 248,480 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 248,480 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $4,455,246.

    13F-HR 0001104659-26-085789 filed by Consolidated Investment Group 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 248,480 shares
    Change vs previous 13F +47,395 shares

    0.43% of the 13F portfolio, value $3,945,863.

    13F-HR 0001104659-26-054583 filed by Consolidated Investment Group 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 201,085 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $5,264,405.

    13F-HR 0001104659-26-006312 filed by Consolidated Investment Group 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 201,085 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $5,312,666.

    13F-HR 0001104659-25-103297 filed by Consolidated Investment Group 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 201,085 shares
    Change vs previous 13F +50,000 shares

    0.49% of the 13F portfolio, value $3,661,758.

    13F-HR 0001104659-25-069328 filed by Consolidated Investment Group 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 151,085 shares
    Change vs previous 13F +13,085 shares

    0.27% of the 13F portfolio, value $1,757,119.

    13F-HR 0001104659-25-037334 filed by Consolidated Investment Group 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 138,000 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $2,125,000.

    13F-HR 0001104659-25-004931 filed by Consolidated Investment Group 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 138,000 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,085,000.

    13F-HR 0001104659-24-113951 filed by Consolidated Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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