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Disclosery

RFG Advisory, LLC: SOFI position timeline

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

RFG Advisory, LLC held 224,941 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,941 shares
    Change vs previous 13F +29,103 shares

    0.06% of the 13F portfolio, value $4,033,192.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 195,838 shares
    Change vs previous 13F +15,937 shares

    0.06% of the 13F portfolio, value $3,109,907.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 179,901 shares
    Change vs previous 13F +1,148 shares

    0.09% of the 13F portfolio, value $4,709,808.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 178,753 shares
    Change vs previous 13F -13,248 shares

    0.1% of the 13F portfolio, value $4,722,654.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 192,001 shares
    Change vs previous 13F +20,603 shares

    0.08% of the 13F portfolio, value $3,496,338.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 171,398 shares
    Change vs previous 13F +129,467 shares

    0.05% of the 13F portfolio, value $1,993,359.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 41,931 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $645,737.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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