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Disclosery

Probity Advisors, Inc.: SOFI position timeline

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

Probity Advisors, Inc. held 17,712 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,712 shares
    Change vs previous 13F -142 shares

    0.05% of the 13F portfolio, value $317,576.

    13F-HR 0001676603-26-000004 filed by Probity Advisors, 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 17,854 shares
    Change vs previous 13F -227 shares

    0.04% of the 13F portfolio, value $283,522.

    13F-HR 0001676603-26-000002 filed by Probity Advisors, 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 18,081 shares
    Change vs previous 13F -1,449 shares

    0.08% of the 13F portfolio, value $473,361.

    13F-HR 0001676603-26-000001 filed by Probity Advisors, 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 19,530 shares
    Change vs previous 13F -1,839 shares

    0.08% of the 13F portfolio, value $515,983.

    13F-HR 0001676603-25-000002 filed by Probity Advisors, 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 21,369 shares
    Change vs previous 13F -722 shares

    0.07% of the 13F portfolio, value $389,129.

    13F-HR 0001085146-25-004303 filed by Probity Advisors, 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 22,091 shares
    Change vs previous 13F -834 shares

    0.05% of the 13F portfolio, value $256,918.

    13F-HR 0001085146-25-002876 filed by Probity Advisors, 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 22,925 shares
    Change vs previous 13F -1,645 shares

    0.07% of the 13F portfolio, value $353,045.

    13F-HR 0001085146-25-001802 filed by Probity Advisors, 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 24,570 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $193,120.

    13F-HR 0001085146-24-004959 filed by Probity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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