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Farther Finance Advisors, LLC: SOFI position timeline

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

Farther Finance Advisors, LLC held 33,656 SOFI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,656 shares
    Change vs previous 13F +1,060 shares

    <0.01% of the 13F portfolio, value $529,075.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,596 shares
    Change vs previous 13F +5,819 shares

    <0.01% of the 13F portfolio, value $584,591.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,777 shares
    Change vs previous 13F -9,668 shares

    <0.01% of the 13F portfolio, value $418,522.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 36,445 shares
    Change vs previous 13F +13,276 shares

    0.01% of the 13F portfolio, value $954,142.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 23,169 shares
    Change vs previous 13F +12,398 shares

    0.01% of the 13F portfolio, value $612,120.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,771 shares
    Change vs previous 13F +6,423 shares

    <0.01% of the 13F portfolio, value $196,137.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,348 shares
    Change vs previous 13F +1,839 shares

    <0.01% of the 13F portfolio, value $51,783.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,509 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,636.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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