Creekmur Asset Management LLC: SOFI position timeline

Creekmur Asset Management LLC held 95,891 SOFI shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 95,891 shares

   Change vs previous 13F +18,076 shares

   0.42% of the 13F portfolio, value $2,533,440.

   13F-HR 0002013091-25-000008 filed by Creekmur Asset Management LLC
   Filed 2025-11-12 (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).

2. period ended2025-06-30

   13F 77,815 shares

   Change vs previous 13F +46,975 shares

   0.25% of the 13F portfolio, value $1,417,011.

   13F-HR 0002013091-25-000004 filed by Creekmur Asset Management LLC
   Filed 2025-08-04 (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).

3. period ended2025-03-31

   13F 30,840 shares

   Change vs previous 13F +2,125 shares

   0.08% of the 13F portfolio, value $358,669.

   13F-HR 0002013091-25-000002 filed by Creekmur Asset Management LLC
   Filed 2025-05-05 (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).

4. period ended2024-12-31

   13F 28,715 shares

   Change vs previous 13F +28,319 shares

   0.1% of the 13F portfolio, value $442,211.

   13F-HR 0002013091-25-000001 filed by Creekmur Asset Management LLC
   Filed 2025-02-12 (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).

5. period ended2024-09-30

   13F 396 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $3,113.

   13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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