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MML INVESTORS SERVICES, LLC: SOFI position timeline

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

MML INVESTORS SERVICES, LLC held 416,819 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 416,819 shares
    Change vs previous 13F +58,903 shares

    0.02% of the 13F portfolio, value $7,473,565.

    13F-HR 0000701059-26-000016 filed by MML INVESTORS 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 357,916 shares
    Change vs previous 13F -85,027 shares

    0.02% of the 13F portfolio, value $5,683,706.

    13F-HR 0000701059-26-000012 filed by MML INVESTORS 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 442,943 shares
    Change vs previous 13F +188,412 shares

    0.03% of the 13F portfolio, value $11,596,252.

    13F-HR 0000701059-26-000002 filed by MML INVESTORS 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 254,531 shares
    Change vs previous 13F -56,081 shares

    0.02% of the 13F portfolio, value $6,724,720.

    13F-HR 0000701059-25-000019 filed by MML INVESTORS 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 310,612 shares
    Change vs previous 13F +41,593 shares

    0.02% of the 13F portfolio, value $5,656,000.

    13F-HR 0000701059-25-000016 filed by MML INVESTORS 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 269,019 shares
    Change vs previous 13F -939,041 shares

    0.01% of the 13F portfolio, value $3,129,000.

    13F-HR 0000701059-25-000010 filed by MML INVESTORS 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 1,208,060 shares
    Change vs previous 13F -281,872 shares

    0.06% of the 13F portfolio, value $18,604,000.

    13F-HR 0000701059-25-000001 filed by MML INVESTORS SERVICES, 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 1,489,932 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,711,000.

    13F-HR 0000701059-24-000015 filed by MML INVESTORS SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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