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Disclosery

PFG Investments, LLC: SOFI position timeline

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

PFG Investments, LLC held 57,961 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 57,961 shares
    Change vs previous 13F +2,223 shares

    0.04% of the 13F portfolio, value $1,039,241.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 55,738 shares
    Change vs previous 13F +16,365 shares

    0.04% of the 13F portfolio, value $885,119.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 39,373 shares
    Change vs previous 13F +3,637 shares

    0.05% of the 13F portfolio, value $1,030,785.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 35,736 shares
    Change vs previous 13F +5,309 shares

    0.05% of the 13F portfolio, value $944,145.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 30,427 shares
    Change vs previous 13F -5,798 shares

    0.03% of the 13F portfolio, value $554,076.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 36,225 shares
    Change vs previous 13F -11,400 shares

    0.03% of the 13F portfolio, value $421,297.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 47,625 shares
    Change vs previous 13F -5,420 shares

    0.05% of the 13F portfolio, value $733,425.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 53,045 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $416,934.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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