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Disclosery

D.A. DAVIDSON & CO.: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on SOFI, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 297,659 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 297,659 shares
    Change vs previous 13F +29,811 shares

    0.03% of the 13F portfolio, value $5,337,026.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 267,848 shares
    Change vs previous 13F +48,682 shares

    0.03% of the 13F portfolio, value $4,253,426.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 219,166 shares
    Change vs previous 13F +59,623 shares

    0.04% of the 13F portfolio, value $5,737,766.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 159,543 shares
    Change vs previous 13F +37,415 shares

    0.03% of the 13F portfolio, value $4,215,126.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 122,128 shares
    Change vs previous 13F +798 shares

    0.02% of the 13F portfolio, value $2,223,951.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 121,330 shares
    Change vs previous 13F +12,322 shares

    0.01% of the 13F portfolio, value $1,411,068.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 109,008 shares
    Change vs previous 13F +21,344 shares

    0.01% of the 13F portfolio, value $1,678,723.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 87,664 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $689,039.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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