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Cresset Asset Management, LLC: SOFI position timeline

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

Cresset Asset Management, LLC held 420,977 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 420,977 shares
    Change vs previous 13F +18,926 shares

    0.03% of the 13F portfolio, value $7,548,116.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 402,051 shares
    Change vs previous 13F -3,908 shares

    0.03% of the 13F portfolio, value $6,384,568.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 405,959 shares
    Change vs previous 13F -24,015 shares

    0.05% of the 13F portfolio, value $10,628,004.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 429,974 shares
    Change vs previous 13F +3,049 shares

    0.05% of the 13F portfolio, value $11,359,910.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 426,925 shares
    Change vs previous 13F -2,364 shares

    0.04% of the 13F portfolio, value $7,774,304.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 429,289 shares
    Change vs previous 13F -9,292 shares

    0.03% of the 13F portfolio, value $4,992,631.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 438,581 shares
    Change vs previous 13F -449,567 shares

    0.03% of the 13F portfolio, value $6,754,148.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 888,148 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,980,843.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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