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Disclosery

Garden State Investment Advisory Services LLC: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Garden State Investment Advisory Services LLC on SOFI, newest first. How the timeline and the estimate are built.

Garden State Investment Advisory Services LLC held 16,556 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,556 shares
    Change vs previous 13F +50 shares

    0.06% of the 13F portfolio, value $296,851.

    13F-HR 0001172661-26-003239 filed by Garden State Investment Advisory Services 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 16,506 shares
    Change vs previous 13F +4,300 shares

    0.06% of the 13F portfolio, value $262,115.

    13F-HR 0001172661-26-001823 filed by Garden State Investment Advisory Services 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 12,206 shares
    Change vs previous 13F -400 shares

    0.08% of the 13F portfolio, value $319,553.

    13F-HR 0001172661-26-001111 filed by Garden State Investment Advisory Services 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 12,606 shares
    Change vs previous 13F -1,869 shares

    0.08% of the 13F portfolio, value $333,052.

    13F-HR 0001172661-25-005079 filed by Garden State Investment Advisory Services 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 14,475 shares
    Change vs previous 13F -680 shares

    0.07% of the 13F portfolio, value $263,590.

    13F-HR 0001172661-25-003454 filed by Garden State Investment Advisory Services 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 15,155 shares
    Change vs previous 13F +1,330 shares

    0.06% of the 13F portfolio, value $176,253.

    13F-HR 0001172661-25-002081 filed by Garden State Investment Advisory Services 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 13,825 shares
    Change vs previous 13F -1,675 shares

    0.07% of the 13F portfolio, value $212,905.

    13F-HR 0001172661-25-000837 filed by Garden State Investment Advisory Services 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/A 15,500 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $121,830.

    13F-HR/A 0001172661-24-005409 filed by Garden State Investment Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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