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Disclosery

Miller Financial Services LLC: SOFI position timeline

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

Miller Financial Services LLC held 113,823 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,823 shares
    Change vs previous 13F +140 shares

    1.65% of the 13F portfolio, value $2,040,841.

    13F-HR 0002022893-26-000005 filed by Miller Financial Services 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 113,683 shares
    Change vs previous 13F +9,045 shares

    2.01% of the 13F portfolio, value $1,805,281.

    13F-HR 0002022893-26-000004 filed by Miller Financial Services 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 104,638 shares
    Change vs previous 13F -3,973 shares

    3.21% of the 13F portfolio, value $2,739,415.

    13F-HR 0002022893-26-000001 filed by Miller Financial Services 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 108,611 shares
    Change vs previous 13F -19,534 shares

    3.32% of the 13F portfolio, value $2,869,494.

    13F-HR 0002022893-25-000008 filed by Miller Financial Services 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 128,145 shares
    Change vs previous 13F +10,279 shares

    2.97% of the 13F portfolio, value $2,333,515.

    13F-HR 0002022893-25-000005 filed by Miller Financial Services 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 117,866 shares
    Change vs previous 13F +362 shares

    1.97% of the 13F portfolio, value $1,370,778.

    13F-HR 0002022893-25-000003 filed by Miller Financial Services 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 117,504 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,809,557.

    13F-HR 0002022893-25-000002 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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