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Disclosery

Norris Financial Group, LLC: SOFI position timeline

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

Norris Financial Group, LLC held 63,617 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,617 shares
    Change vs previous 13F +11,474 shares

    0.45% of the 13F portfolio, value $1,140,653.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 52,143 shares
    Change vs previous 13F -3,223 shares

    0.27% of the 13F portfolio, value $828,031.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 55,366 shares
    Change vs previous 13F -40,718 shares

    0.49% of the 13F portfolio, value $1,449,482.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 96,084 shares
    Change vs previous 13F -212,235 shares

    0.93% of the 13F portfolio, value $2,538,539.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 308,319 shares
    Change vs previous 13F +136,137 shares

    2.3% of the 13F portfolio, value $5,614,489.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 172,182 shares
    Change vs previous 13F -87,170 shares

    0.93% of the 13F portfolio, value $2,002,477.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, 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 259,352 shares
    Change vs previous 13F -51,041 shares

    1.88% of the 13F portfolio, value $3,994,021.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, 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 310,393 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,439,689.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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