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LM Advisors LLC: SOFI position timeline

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

LM Advisors LLC held 101,459 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 101,459 shares
    Change vs previous 13F +99,799 shares

    0.21% of the 13F portfolio, value $1,819,000.

    13F-HR 0002011314-26-000003 filed by LM 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 1,660 shares
    Change vs previous 13F -1,490 shares

    1.74% of the 13F portfolio, value $104,559.

    13F-HR 0002011314-26-000002 filed by LM 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 3,150 shares
    Change vs previous 13F -123,353 shares

    2.31% of the 13F portfolio, value $120,303.

    13F-HR 0002011314-26-000001 filed by LM 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 126,503 shares
    Change vs previous 13F -8,097 shares

    0.48% of the 13F portfolio, value $3,342,000.

    13F-HR 0002011314-25-000008 filed by LM 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 134,600 shares
    Change vs previous 13F -5,027 shares

    0.32% of the 13F portfolio, value $2,451,000.

    13F-HR 0002011314-25-000005 filed by LM 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 139,627 shares
    Change vs previous 13F +11,822 shares

    0.29% of the 13F portfolio, value $1,624,000.

    13F-HR 0002011314-25-000002 filed by LM 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/A 127,805 shares
    Change vs previous 13F -4,700 shares

    0.35% of the 13F portfolio, value $1,968,000.

    13F-HR/A 0002011314-25-000001 filed by LM Advisors LLC
    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 132,505 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,041,000.

    13F-HR 0002011314-24-000006 filed by LM Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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