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Disclosery

DAVENPORT & Co LLC: SOFI position timeline

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

DAVENPORT & Co LLC held 2,774,855 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,774,855 shares
    Change vs previous 13F +2,725,238 shares

    0.26% of the 13F portfolio, value $50,014,912.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 49,617 shares
    Change vs previous 13F +12,203 shares

    <0.01% of the 13F portfolio, value $787,910.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 37,414 shares
    Change vs previous 13F -693 shares

    0.01% of the 13F portfolio, value $979,511.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 38,107 shares
    Change vs previous 13F -9,610 shares

    0.01% of the 13F portfolio, value $1,006,799.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 47,717 shares
    Change vs previous 13F -470 shares

    <0.01% of the 13F portfolio, value $868,932.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 48,187 shares
    Change vs previous 13F -3,898 shares

    <0.01% of the 13F portfolio, value $560,418.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 52,085 shares
    Change vs previous 13F -2,023,036 shares

    <0.01% of the 13F portfolio, value $802,114.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 2,075,121 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $16,310,451.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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