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MFG WEALTH MANAGEMENT, INC.: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MFG WEALTH MANAGEMENT, INC. on SOFI, newest first. How the timeline and the estimate are built.

MFG WEALTH MANAGEMENT, INC. held 190,476 SOFI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 190,476 shares
    Change vs previous 13F -540 shares

    2.17% of the 13F portfolio, value $2,994,280.

    13F-HR 0002085853-26-001123 filed by MFG WEALTH MANAGEMENT, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 191,016 shares
    Change vs previous 13F +11,917 shares

    2.45% of the 13F portfolio, value $3,424,917.

    13F-HR 0002085853-26-000655 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 179,099 shares
    Change vs previous 13F +70,122 shares

    2.36% of the 13F portfolio, value $2,844,092.

    13F-HR 0002085853-26-000318 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 108,977 shares
    Change vs previous 13F -799 shares

    2.22% of the 13F portfolio, value $2,853,018.

    13F-HR 0002085853-26-000010 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 109,776 shares
    Change vs previous 13F -52,049 shares

    2.19% of the 13F portfolio, value $2,900,282.

    13F-HR 0002085853-25-000041 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 161,825 shares
    Change vs previous 13F +5,548 shares

    2.48% of the 13F portfolio, value $2,946,833.

    13F-HR 0001667731-25-000757 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 156,277 shares
    Change vs previous 13F +33,887 shares

    1.74% of the 13F portfolio, value $1,817,502.

    13F-HR 0001667731-25-000501 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 122,390 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $1,884,806.

    13F-HR 0001667731-25-000164 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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