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Disclosery

Focus Financial Network, Inc.: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Financial Network, Inc. on SOFI, newest first. How the timeline and the estimate are built.

Focus Financial Network, Inc. held 0 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -10,635 shares

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 10,635 shares
    Change vs previous 13F -682 shares

    0.01% of the 13F portfolio, value $168,884.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, Inc.
    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 11,317 shares
    Change vs previous 13F +2,411 shares

    0.01% of the 13F portfolio, value $296,279.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, Inc.
    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 8,906 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $235,297.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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