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Pathway Financial Advisers, LLC: SOFI position timeline

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

Pathway Financial Advisers, LLC held 49,491 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,491 shares
    Change vs previous 13F -34 shares

    0.22% of the 13F portfolio, value $887,379.

    13F-HR 0002024152-26-000003 filed by Pathway Financial Advisers, 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 49,525 shares
    Change vs previous 13F +1,677 shares

    0.22% of the 13F portfolio, value $786,459.

    13F-HR 0002024152-26-000002 filed by Pathway Financial Advisers, 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 47,848 shares
    Change vs previous 13F +299 shares

    0.36% of the 13F portfolio, value $1,252,655.

    13F-HR 0002024152-26-000001 filed by Pathway Financial Advisers, 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 47,549 shares
    Change vs previous 13F +230 shares

    0.37% of the 13F portfolio, value $1,255,819.

    13F-HR 0002024152-25-000006 filed by Pathway Financial Advisers, 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 47,319 shares
    Change vs previous 13F +537 shares

    0.28% of the 13F portfolio, value $861,681.

    13F-HR 0002024152-25-000003 filed by Pathway Financial Advisers, 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 46,782 shares
    Change vs previous 13F -1,715 shares

    0.19% of the 13F portfolio, value $544,071.

    13F-HR 0002024152-25-000002 filed by Pathway Financial Advisers, 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 48,497 shares
    Change vs previous 13F -1,632 shares

    0.25% of the 13F portfolio, value $746,845.

    13F-HR 0002024152-25-000001 filed by Pathway Financial Advisers, 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/A 50,129 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $394,016.

    13F-HR/A 0002024152-24-000009 filed by Pathway Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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