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Game Plan Financial Advisors, LLC: SOFI position timeline

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

Game Plan Financial Advisors, LLC held 1,125 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,125 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $20,171.

    13F-HR 0001802952-26-000003 filed by Game Plan Financial Advisors, 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 1,025 shares
    Change vs previous 13F -45 shares

    0.01% of the 13F portfolio, value $16,277.

    13F-HR 0001802952-26-000002 filed by Game Plan Financial 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 ended2025-12-31
    13F 1,070 shares
    Change vs previous 13F +70 shares

    0.01% of the 13F portfolio, value $28,013.

    13F-HR 0001802952-26-000001 filed by Game Plan Financial 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 ended2025-09-30
    13F 1,000 shares
    Change vs previous 13F -4,200 shares

    0.01% of the 13F portfolio, value $26,420.

    13F-HR 0001802952-25-000006 filed by Game Plan Financial 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 ended2025-06-30
    13F 5,200 shares
    Change vs previous 13F -2,250 shares

    0.04% of the 13F portfolio, value $94,692.

    13F-HR 0001802952-25-000005 filed by Game Plan Financial 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 ended2025-03-31
    13F 7,450 shares
    Change vs previous 13F -750 shares

    0.04% of the 13F portfolio, value $86,644.

    13F-HR 0001802952-25-000004 filed by Game Plan Financial 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 ended2024-12-31
    13F 8,200 shares
    Change vs previous 13F +1,000 shares

    0.06% of the 13F portfolio, value $128,136.

    13F-HR 0001802952-25-000001 filed by Game Plan Financial 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 ended2024-09-30
    13F 7,200 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $56,592.

    13F-HR 0001802952-24-000005 filed by Game Plan Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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