Skip to content

RPG Investment Advisory, LLC: SOFI position timeline

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

RPG Investment Advisory, LLC held 60,750 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,750 shares
    Change vs previous 13F +19,960 shares

    0.11% of the 13F portfolio, value $1,089,248.

    13F-HR 0001172661-26-003029 filed by RPG Investment 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 40,790 shares
    Change vs previous 13F +12,540 shares

    0.08% of the 13F portfolio, value $647,745.

    13F-HR 0001172661-26-001926 filed by RPG Investment 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 28,250 shares
    Change vs previous 13F -600 shares

    0.08% of the 13F portfolio, value $739,585.

    13F-HR 0001172661-26-000227 filed by RPG Investment 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 28,850 shares
    Change vs previous 13F -600 shares

    0.09% of the 13F portfolio, value $762,217.

    13F-HR 0001172661-25-004391 filed by RPG Investment 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 29,450 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $536,285.

    13F-HR 0001172661-25-003083 filed by RPG Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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