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Midwest Professional Planners, LTD.: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwest Professional Planners, LTD. on SOFI, newest first. How the timeline and the estimate are built.

Midwest Professional Planners, LTD. held 67,512 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,512 shares
    Change vs previous 13F -153 shares

    0.24% of the 13F portfolio, value $1,210,486.

    13F-HR 0001104659-26-091019 filed by Midwest Professional Planners, LTD.
    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 67,665 shares
    Change vs previous 13F -10,437 shares

    0.25% of the 13F portfolio, value $1,074,520.

    13F-HR 0001104659-26-055534 filed by Midwest Professional Planners, LTD.
    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 78,102 shares
    Change vs previous 13F +1,995 shares

    0.48% of the 13F portfolio, value $2,044,710.

    13F-HR 0001104659-26-011339 filed by Midwest Professional Planners, LTD.
    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 76,107 shares
    Change vs previous 13F +12,836 shares

    0.49% of the 13F portfolio, value $2,010,747.

    13F-HR 0001104659-25-106059 filed by Midwest Professional Planners, LTD.
    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 63,271 shares
    Change vs previous 13F +1,494 shares

    0.3% of the 13F portfolio, value $1,152,165.

    13F-HR 0001104659-25-075997 filed by Midwest Professional Planners, LTD.
    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 61,777 shares
    Change vs previous 13F +7,499 shares

    0.22% of the 13F portfolio, value $718,467.

    13F-HR 0001104659-25-043940 filed by Midwest Professional Planners, LTD.
    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 54,278 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $835,881.

    13F-HR 0001104659-25-010809 filed by Midwest Professional Planners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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