Focused Wealth Management, Inc: SOFI position timeline

Focused Wealth Management, Inc held 0 SOFI shares at 2025-09-30 per its 13F-HR filed 2025-10-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -14,899 shares

   13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

2. period ended2025-06-30

   13F 14,899 shares

   Change vs previous 13F +1,950 shares

   0.03% of the 13F portfolio, value $271,311.

   13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 12,949 shares

   Change vs previous 13F +12,949 shares

   0.02% of the 13F portfolio, value $150,597.

   13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -1,194 shares

   13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

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

5. period ended2024-09-30

   13F 1,194 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $9,385.

   13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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