Skip to content
Disclosery

MAINSTAY CAPITAL MANAGEMENT LLC /ADV: SOFI position timeline

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

MAINSTAY CAPITAL MANAGEMENT LLC /ADV held 22,961 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 22,961 shares
    Change vs previous 13F -684 shares

    0.03% of the 13F portfolio, value $411,690.

    13F-HR 0001127612-26-000005 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 23,645 shares
    Change vs previous 13F -60 shares

    0.03% of the 13F portfolio, value $375,483.

    13F-HR 0001127612-26-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 23,705 shares
    Change vs previous 13F +1,643 shares

    0.05% of the 13F portfolio, value $620,597.

    13F-HR 0001127612-26-000002 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 22,062 shares
    Change vs previous 13F -19,154 shares

    0.06% of the 13F portfolio, value $582,878.

    13F-HR 0001127612-25-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 41,216 shares
    Change vs previous 13F +21,957 shares

    0.04% of the 13F portfolio, value $750,542.

    13F-HR 0001085146-25-004134 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 19,259 shares
    Change vs previous 13F +506 shares

    0.03% of the 13F portfolio, value $223,982.

    13F-HR 0001085146-25-002600 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 18,753 shares
    Change vs previous 13F -141 shares

    0.04% of the 13F portfolio, value $288,796.

    13F-HR 0001085146-25-000746 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 18,894 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $148,507.

    13F-HR 0001085146-24-005075 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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