Skip to content
Disclosery

IFP Advisors, Inc: SOFI position timeline

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

IFP Advisors, Inc held 96,742 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 96,742 shares
    Change vs previous 13F -2,071 shares

    0.03% of the 13F portfolio, value $1,734,584.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 98,813 shares
    Change vs previous 13F +2,932 shares

    0.03% of the 13F portfolio, value $1,569,150.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 95,881 shares
    Change vs previous 13F -824 shares

    0.06% of the 13F portfolio, value $2,510,165.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 96,705 shares
    Change vs previous 13F +682 shares

    0.07% of the 13F portfolio, value $2,554,946.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 96,023 shares
    Change vs previous 13F +4,381 shares

    0.05% of the 13F portfolio, value $1,771,374.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 91,642 shares
    Change vs previous 13F -11,919 shares

    0.03% of the 13F portfolio, value $1,065,793.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 103,561 shares
    Change vs previous 13F -7,386 shares

    0.05% of the 13F portfolio, value $1,594,834.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 110,947 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $872,041.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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