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Disclosery

NewEdge Advisors, LLC: SOFI position timeline

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

NewEdge Advisors, LLC held 555,799 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 555,799 shares
    Change vs previous 13F +153,164 shares

    0.03% of the 13F portfolio, value $9,965,478.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 402,635 shares
    Change vs previous 13F +79,819 shares

    0.02% of the 13F portfolio, value $5,595,619.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 322,816 shares
    Change vs previous 13F -5,224 shares

    0.03% of the 13F portfolio, value $8,451,315.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 328,040 shares
    Change vs previous 13F +41,753 shares

    0.04% of the 13F portfolio, value $8,114,983.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 286,287 shares
    Change vs previous 13F +90,927 shares

    0.03% of the 13F portfolio, value $5,213,283.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 195,360 shares
    Change vs previous 13F +31,360 shares

    0.01% of the 13F portfolio, value $2,272,038.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 164,000 shares
    Change vs previous 13F -75,094 shares

    0.02% of the 13F portfolio, value $2,525,600.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 239,094 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,879,282.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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