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Disclosery

River Street Advisors LLC: SOFI position timeline

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

River Street Advisors LLC held 107,677 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,677 shares
    Change vs previous 13F +51,885 shares

    0.57% of the 13F portfolio, value $1,930,649.

    13F-HR 0001964897-26-000003 filed by River Street Advisors 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 55,792 shares
    Change vs previous 13F +9,728 shares

    0.3% of the 13F portfolio, value $885,977.

    13F-HR 0001964897-26-000002 filed by River Street Advisors 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 46,064 shares
    Change vs previous 13F +2,591 shares

    0.45% of the 13F portfolio, value $1,205,956.

    13F-HR 0001964897-26-000001 filed by River Street Advisors 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 43,473 shares
    Change vs previous 13F -33,559 shares

    0.45% of the 13F portfolio, value $1,148,557.

    13F-HR 0001964897-25-000010 filed by River Street Advisors 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 77,032 shares
    Change vs previous 13F +9,830 shares

    0.6% of the 13F portfolio, value $1,402,753.

    13F-HR 0001964897-25-000004 filed by River Street Advisors 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 67,202 shares
    Change vs previous 13F +4,179 shares

    0.39% of the 13F portfolio, value $781,560.

    13F-HR 0001964897-25-000002 filed by River Street Advisors 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 63,023 shares
    Change vs previous 13F +5,654 shares

    0.5% of the 13F portfolio, value $970,555.

    13F-HR 0001964897-25-000001 filed by River Street Advisors 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 57,369 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $450,921.

    13F-HR 0000903783-24-000007 filed by River Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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