Skip to content
Disclosery

Mayfair Advisory Group, LLC: SOFI position timeline

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

Mayfair Advisory Group, LLC held 21,588 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,588 shares
    Change vs previous 13F +720 shares

    0.11% of the 13F portfolio, value $355,338.

    13F-HR 0001801926-26-000004 filed by Mayfair Advisory Group, 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 20,868 shares
    Change vs previous 13F +4,090 shares

    0.12% of the 13F portfolio, value $331,384.

    13F-HR 0001801926-26-000002 filed by Mayfair Advisory Group, 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 16,778 shares
    Change vs previous 13F +1,493 shares

    0.18% of the 13F portfolio, value $460,724.

    13F-HR 0001801926-26-000001 filed by Mayfair Advisory Group, 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 15,285 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $403,830.

    13F-HR 0001801926-25-000002 filed by Mayfair Advisory Group, 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 15,285 shares
    Change vs previous 13F -400 shares

    0.16% of the 13F portfolio, value $337,799.

    13F-HR 0001221073-25-000076 filed by Mayfair Advisory Group, 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 15,685 shares
    Change vs previous 13F +3,050 shares

    0.11% of the 13F portfolio, value $182,417.

    13F-HR 0001221073-25-000041 filed by Mayfair Advisory Group, 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 12,635 shares
    Change vs previous 13F +450 shares

    0.11% of the 13F portfolio, value $194,579.

    13F-HR 0001221073-25-000001 filed by Mayfair Advisory Group, 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 12,185 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $102,232.

    13F-HR 0001221073-24-000086 filed by Mayfair Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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