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Pegasus Asset Management, Inc.: SOFI position timeline

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

Pegasus Asset Management, Inc. held 229,283 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,283 shares
    Change vs previous 13F +16,497 shares

    1.17% of the 13F portfolio, value $4,111,045.

    13F-HR 0001729049-26-000006 filed by Pegasus Asset Management, Inc.
    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/A 212,786 shares
    Change vs previous 13F +79,127 shares

    1.08% of the 13F portfolio, value $3,379,042.

    13F-HR/A 0001729049-26-000005 filed by Pegasus Asset Management, Inc.
    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 133,659 shares
    Change vs previous 13F +3,284 shares

    1.08% of the 13F portfolio, value $3,499,193.

    13F-HR/A 0001729049-26-000004 filed by Pegasus Asset Management, Inc.
    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 130,375 shares
    Change vs previous 13F +924 shares

    1.11% of the 13F portfolio, value $3,444,508.

    13F-HR/A 0001729049-26-000003 filed by Pegasus Asset Management, Inc.
    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 129,451 shares
    Change vs previous 13F +5,564 shares

    0.81% of the 13F portfolio, value $2,357,303.

    13F-HR 0001729049-25-000006 filed by Pegasus Asset Management, Inc.
    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 123,887 shares
    Change vs previous 13F +9,499 shares

    0.58% of the 13F portfolio, value $1,440,806.

    13F-HR 0001729049-25-000005 filed by Pegasus Asset Management, Inc.
    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 114,388 shares
    Change vs previous 13F +1,437 shares

    0.66% of the 13F portfolio, value $1,761,576.

    13F-HR 0001729049-25-000001 filed by Pegasus Asset Management, Inc.
    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 112,951 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $887,795.

    13F-HR 0001729049-24-000006 filed by Pegasus Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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