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Kovack Advisors, Inc.: SOFI position timeline

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

Kovack Advisors, Inc. held 88,436 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,436 shares
    Change vs previous 13F +1,360 shares

    0.08% of the 13F portfolio, value $1,629,505.

    13F-HR 0001728321-26-000004 filed by Kovack 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 87,076 shares
    Change vs previous 13F +2,924 shares

    0.07% of the 13F portfolio, value $1,360,800.

    13F-HR 0001728321-26-000003 filed by Kovack 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/A 84,152 shares
    Change vs previous 13F -5,525 shares

    0.1% of the 13F portfolio, value $2,203,099.

    13F-HR/A 0001728321-26-000002 filed by Kovack 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 89,677 shares
    Change vs previous 13F +3,556 shares

    0.22% of the 13F portfolio, value $2,369,260.

    13F-HR 0001728321-25-000005 filed by Kovack 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 86,121 shares
    Change vs previous 13F +9,061 shares

    0.15% of the 13F portfolio, value $1,568,259.

    13F-HR 0001085146-25-004483 filed by Kovack 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 77,060 shares
    Change vs previous 13F +11,423 shares

    0.09% of the 13F portfolio, value $896,205.

    13F-HR 0001085146-25-002653 filed by Kovack 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 65,637 shares
    Change vs previous 13F -14,903 shares

    0.1% of the 13F portfolio, value $1,010,810.

    13F-HR 0001085146-25-000776 filed by Kovack 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 80,540 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $633,044.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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