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Intellus Advisors LLC: SOFI position timeline

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

Intellus Advisors LLC held 153,337 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,337 shares
    Change vs previous 13F +18,300 shares

    0.33% of the 13F portfolio, value $2,749,332.

    13F-HR 0001765380-26-000367 filed by Intellus 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 135,037 shares
    Change vs previous 13F +13,138 shares

    0.29% of the 13F portfolio, value $2,144,388.

    13F-HR 0001765380-26-000185 filed by Intellus 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 121,899 shares
    Change vs previous 13F -9,707 shares

    0.42% of the 13F portfolio, value $3,191,316.

    13F-HR 0001765380-26-000073 filed by Intellus 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 131,606 shares
    Change vs previous 13F -9,317 shares

    0.48% of the 13F portfolio, value $3,477,031.

    13F-HR 0001765380-25-000481 filed by Intellus 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 140,923 shares
    Change vs previous 13F +15,490 shares

    0.38% of the 13F portfolio, value $2,566,208.

    13F-HR 0001765380-25-000357 filed by Intellus 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 125,433 shares
    Change vs previous 13F -789 shares

    0.25% of the 13F portfolio, value $1,458,786.

    13F-HR 0001765380-25-000176 filed by Intellus 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 126,222 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,943,819.

    13F-HR 0001765380-25-000077 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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