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Disclosery

LPL Financial LLC: SOFI position timeline

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

LPL Financial LLC held 2,992,786 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,992,786 shares
    Change vs previous 13F +17,749 shares

    0.01% of the 13F portfolio, value $53,660,653.

    13F-HR 0001403438-26-000004 filed by LPL 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 2,975,037 shares
    Change vs previous 13F +583,269 shares

    0.01% of the 13F portfolio, value $47,243,588.

    13F-HR 0001403438-26-000002 filed by LPL 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 2,391,768 shares
    Change vs previous 13F +45,865 shares

    0.02% of the 13F portfolio, value $62,616,486.

    13F-HR 0001403438-26-000001 filed by LPL 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 2,345,903 shares
    Change vs previous 13F +215,127 shares

    0.02% of the 13F portfolio, value $61,978,763.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 2,130,776 shares
    Change vs previous 13F +318,146 shares

    0.01% of the 13F portfolio, value $38,801,435.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 1,812,630 shares
    Change vs previous 13F +209,290 shares

    0.01% of the 13F portfolio, value $21,080,887.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 1,603,340 shares
    Change vs previous 13F -22,451 shares

    0.01% of the 13F portfolio, value $24,691,436.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 1,625,791 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,778,717.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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