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Disclosery

Global Financial Private Client, LLC: SOFI position timeline

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

Global Financial Private Client, LLC held 17,226 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,226 shares
    Change vs previous 13F +5,603 shares

    0.08% of the 13F portfolio, value $308,862.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 11,623 shares
    Change vs previous 13F +3,907 shares

    0.06% of the 13F portfolio, value $184,574.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 7,716 shares
    Change vs previous 13F -9,800 shares

    0.07% of the 13F portfolio, value $202,005.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 17,516 shares
    Change vs previous 13F +203 shares

    0.16% of the 13F portfolio, value $462,773.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 17,313 shares
    Change vs previous 13F +3,507 shares

    0.12% of the 13F portfolio, value $315,269.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 13,806 shares
    Change vs previous 13F -90 shares

    0.06% of the 13F portfolio, value $160,564.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 13,896 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $213,998.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, 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 13,931 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $109,498.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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