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Disclosery

Intrua Financial, LLC: SOFI position timeline

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

Intrua Financial, LLC held 17,765 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,765 shares
    Change vs previous 13F +2,768 shares

    0.03% of the 13F portfolio, value $318,526.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 14,997 shares
    Change vs previous 13F +3,925 shares

    0.03% of the 13F portfolio, value $238,152.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 11,072 shares
    Change vs previous 13F +3,005 shares

    0.03% of the 13F portfolio, value $289,865.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 8,067 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $213,130.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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