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New England Capital Financial Advisors LLC: SOFI position timeline

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

New England Capital Financial Advisors LLC held 26 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $467.

    13F-HR 0001964652-26-000004 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).