RHODES INVESTMENT ADVISORS INC /ADV: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RHODES INVESTMENT ADVISORS INC /ADV on SOFI, newest first. How the timeline and the estimate are built.

RHODES INVESTMENT ADVISORS INC /ADV held 51,266 SOFI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

period ended2026-09-30
13F 51,266 shares
Change vs previous 13F -300 shares
0.57% of the 13F portfolio, value $805,902.
13F-HR 0001214659-26-012646 filed by RHODES INVESTMENT ADVISORS INC /ADV
Accepted 2026-10-07 20:04:47 UTC, ingested 2026-10-07 20:05:46 UTC
period ended2026-06-30
13F 51,566 shares
Change vs previous 13F +16,458 shares
0.68% of the 13F portfolio, value $924,578.
13F-HR 0001214659-26-009089 filed by RHODES INVESTMENT ADVISORS INC /ADV
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 35,108 shares
Change vs previous 13F not available
0.48% of the 13F portfolio, value $557,515.
13F-HR 0001214659-26-006133 filed by RHODES INVESTMENT ADVISORS INC /ADV
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).