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DFPG INVESTMENTS, LLC: SOFI position timeline

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

DFPG INVESTMENTS, LLC held 321,940 SOFI shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 321,940 shares
    Change vs previous 13F +24,937 shares

    0.21% of the 13F portfolio, value $2,675,321.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 297,003 shares
    Change vs previous 13F +161,752 shares

    0.19% of the 13F portfolio, value $2,034,471.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 135,251 shares
    Change vs previous 13F +90,000 shares

    0.12% of the 13F portfolio, value $1,332,222.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 45,251 shares
    Change vs previous 13F +25,694 shares

    0.03% of the 13F portfolio, value $274,674.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 19,557 shares
    Change vs previous 13F -413,601 shares

    0.02% of the 13F portfolio, value $100,719.

    13F-HR 0001085146-23-000578 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 433,158 shares
    Change vs previous 13F +71 shares

    0.95% of the 13F portfolio, value $2,231,000.

    13F-HR 0001085146-22-003571 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 433,087 shares
    Change vs previous 13F +153,035 shares

    1.2% of the 13F portfolio, value $2,750,000.

    13F-HR 0001085146-22-002660 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 280,052 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,997,000.

    13F-HR 0001085146-22-001505 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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