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Disclosery

Leonteq Securities AG: SOFI position timeline

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

Leonteq Securities AG held 101,166 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,166 shares
    Change vs previous 13F +27,614 shares

    0.11% of the 13F portfolio, value $1,813,906.

    13F-HR 0001535950-26-000046 filed by Leonteq Securities AG
    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 73,552 shares
    Change vs previous 13F +57,904 shares

    0.07% of the 13F portfolio, value $1,168,006.

    13F-HR 0001535950-26-000043 filed by Leonteq Securities AG
    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 15,648 shares
    Change vs previous 13F -4,522 shares

    0.02% of the 13F portfolio, value $409,665.

    13F-HR 0001535950-26-000009 filed by Leonteq Securities AG
    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 20,170 shares
    Change vs previous 13F +2,670 shares

    0.03% of the 13F portfolio, value $532,891.

    13F-HR 0001535950-26-000012 filed by Leonteq Securities AG
    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 17,500 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $318,675.

    13F-HR 0001535950-26-000013 filed by Leonteq Securities AG
    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 18,000 shares
    Change vs previous 13F -2,900 shares

    0.02% of the 13F portfolio, value $208,890.

    13F-HR 0001535950-26-000016 filed by Leonteq Securities AG
    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 20,900 shares
    Change vs previous 13F +10,900 shares

    0.03% of the 13F portfolio, value $321,860.

    13F-HR 0001535950-26-000017 filed by Leonteq Securities AG
    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 10,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $78,600.

    13F-HR 0001535950-26-000023 filed by Leonteq Securities AG
    Filed (acceptance time not in the bulk data set), ingested

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