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Disclosery

Orion Capital Management LLC: SOFI position timeline

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

Orion Capital Management LLC held 5,400 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,400 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $96,822.

    13F-HR 0001846758-26-000003 filed by Orion Capital Management 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 4,900 shares
    Change vs previous 13F +300 shares

    0.03% of the 13F portfolio, value $77,812.

    13F-HR 0001846758-26-000002 filed by Orion Capital Management 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 4,600 shares
    Change vs previous 13F +1,200 shares

    0.04% of the 13F portfolio, value $120,428.

    13F-HR 0001846758-26-000001 filed by Orion Capital Management 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 3,400 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $89,828.

    13F-HR 0001846758-25-000003 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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