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Disclosery

Nicholas Wealth, LLC.: SOFI position timeline

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

Nicholas Wealth, LLC. held 71,793 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,793 shares
    Change vs previous 13F +22,026 shares

    0.71% of the 13F portfolio, value $1,287,248.

    13F-HR 0001911391-26-000009 filed by Nicholas Wealth, 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 49,767 shares
    Change vs previous 13F -12,128 shares

    0.55% of the 13F portfolio, value $790,300.

    13F-HR 0001911391-26-000007 filed by Nicholas Wealth, 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/A 61,895 shares
    Change vs previous 13F +904 shares

    1.09% of the 13F portfolio, value $1,620,411.

    13F-HR/A 0001911391-26-000003 filed by Nicholas Wealth, 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/A 60,991 shares
    Change vs previous 13F +641 shares

    1.18% of the 13F portfolio, value $1,611,382.

    13F-HR/A 0001911391-26-000004 filed by Nicholas Wealth, 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/A 60,350 shares
    Change vs previous 13F +1,930 shares

    0.97% of the 13F portfolio, value $1,098,973.

    13F-HR/A 0001911391-26-000005 filed by Nicholas Wealth, 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/A 58,420 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $679,425.

    13F-HR/A 0001911391-26-000006 filed by Nicholas Wealth, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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