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Empowered Funds, LLC: SOFI position timeline

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

Empowered Funds, LLC held 174,961 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,961 shares
    Change vs previous 13F +109,257 shares

    0.02% of the 13F portfolio, value $3,137,050.

    13F-HR 0001592828-26-000007 filed by Empowered Funds, 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/A 65,704 shares
    Change vs previous 13F -35,128 shares

    0.01% of the 13F portfolio, value $1,043,380.

    13F-HR/A 0001592828-26-000006 filed by Empowered Funds, 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/A 100,832 shares
    Change vs previous 13F +41,430 shares

    0.04% of the 13F portfolio, value $2,639,783.

    13F-HR/A 0001592828-26-000004 filed by Empowered Funds, 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 59,402 shares
    Change vs previous 13F +21,236 shares

    0.02% of the 13F portfolio, value $1,569,401.

    13F-HR 0001592828-25-000013 filed by Empowered Funds, 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 38,166 shares
    Change vs previous 13F +5,040 shares

    0.01% of the 13F portfolio, value $695,003.

    13F-HR 0001592828-25-000009 filed by Empowered Funds, 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 33,126 shares
    Change vs previous 13F +1,631 shares

    0.01% of the 13F portfolio, value $385,255.

    13F-HR 0001592828-25-000006 filed by Empowered Funds, 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 31,495 shares
    Change vs previous 13F -9,782 shares

    0.01% of the 13F portfolio, value $485,023.

    13F-HR 0001592828-25-000001 filed by Empowered Funds, 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 41,277 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $324,438.

    13F-HR 0001572838-24-000015 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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