Palacios Wealth Management, LLC: SOFI position timeline

Palacios Wealth Management, LLC held 13,164 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 13,164 shares

   Change vs previous 13F -982 shares

   0.14% of the 13F portfolio, value $236,031.

   13F-HR 0001705819-26-000043 filed by Palacios Wealth Management, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 14,146 shares

   Change vs previous 13F +5,189 shares

   0.14% of the 13F portfolio, value $227,751.

   13F-HR 0001705819-26-000037 filed by Palacios Wealth Management, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 8,957 shares

   Change vs previous 13F -3,472 shares

   0.18% of the 13F portfolio, value $234,494.

   13F-HR 0001705819-26-000015 filed by Palacios Wealth Management, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 12,429 shares

   Change vs previous 13F +1,729 shares

   0.22% of the 13F portfolio, value $328,374.

   13F-HR 0001705819-25-000079 filed by Palacios Wealth Management, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 10,700 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $194,847.

   13F-HR 0001705819-25-000044 filed by Palacios Wealth Management, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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