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Disclosery

Simplicity Wealth,LLC: SOFI position timeline

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

Simplicity Wealth,LLC held 30,310 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,310 shares
    Change vs previous 13F -47,833 shares

    0.02% of the 13F portfolio, value $543,458.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 78,143 shares
    Change vs previous 13F -13,384 shares

    0.07% of the 13F portfolio, value $1,240,911.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 91,527 shares
    Change vs previous 13F -37,657 shares

    0.14% of the 13F portfolio, value $2,396,177.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 129,184 shares
    Change vs previous 13F +108,476 shares

    0.2% of the 13F portfolio, value $3,413,041.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 20,708 shares
    Change vs previous 13F -208,595 shares

    0.02% of the 13F portfolio, value $377,092.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 229,303 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,666,794.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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