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Disclosery

SIGNATUREFD, LLC: SOFI position timeline

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

SIGNATUREFD, LLC held 10,446 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,446 shares
    Change vs previous 13F -1,378 shares

    <0.01% of the 13F portfolio, value $187,295.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 11,824 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $187,765.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 11,968 shares
    Change vs previous 13F -1,534 shares

    <0.01% of the 13F portfolio, value $313,322.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 13,502 shares
    Change vs previous 13F -3,657 shares

    0.01% of the 13F portfolio, value $356,723.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 17,159 shares
    Change vs previous 13F -4,317 shares

    0.01% of the 13F portfolio, value $312,465.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 21,476 shares
    Change vs previous 13F +1,246 shares

    <0.01% of the 13F portfolio, value $249,766.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 20,230 shares
    Change vs previous 13F -9,584 shares

    0.01% of the 13F portfolio, value $311,542.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 29,814 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $234,338.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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