Fortis Group Advisors, LLC: SOFI position timeline

Fortis Group Advisors, LLC held 108,795 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 108,795 shares

   Change vs previous 13F +33,451 shares

   0.31% of the 13F portfolio, value $1,950,694.

   13F-HR 0001815183-26-000004 filed by Fortis Group Advisors, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 75,344 shares

   Change vs previous 13F -613 shares

   0.2% of the 13F portfolio, value $1,213,038.

   13F-HR 0001815183-26-000002 filed by Fortis Group Advisors, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 75,957 shares

   Change vs previous 13F -54,860 shares

   0.29% of the 13F portfolio, value $1,732,579.

   13F-HR 0001815183-26-000001 filed by Fortis Group Advisors, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 130,817 shares

   Change vs previous 13F +63,420 shares

   0.67% of the 13F portfolio, value $3,882,649.

   13F-HR 0001815183-25-000006 filed by Fortis Group Advisors, LLC
   Filed 2025-11-07 (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).

5. period ended2025-06-30

   13F 67,397 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $1,521,824.

   13F-HR 0001815183-25-000005 filed by Fortis Group Advisors, LLC
   Filed 2025-08-08 (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).