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Disclosery

LAKE STREET PRIVATE WEALTH, LLC: SOFI position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 17,728 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,728 shares
    Change vs previous 13F +6,040 shares

    0.04% of the 13F portfolio, value $317,863.

    13F-HR 0001772031-26-000003 filed by LAKE STREET PRIVATE WEALTH, 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 11,688 shares
    Change vs previous 13F +3,320 shares

    0.02% of the 13F portfolio, value $185,605.

    13F-HR 0001772031-26-000002 filed by LAKE STREET PRIVATE WEALTH, 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 8,368 shares
    Change vs previous 13F +390 shares

    0.03% of the 13F portfolio, value $219,074.

    13F-HR 0001772031-26-000001 filed by LAKE STREET PRIVATE WEALTH, 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 7,978 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $210,779.

    13F-HR 0001772031-25-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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