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Disclosery

SOFI WEALTH, LLC: BAI position timeline

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

SOFI WEALTH, LLC held 2,635,605 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,635,605 shares
    Change vs previous 13F +32,953 shares

    5.59% of the 13F portfolio, value $138,949,104.

    13F-HR 0001398344-26-013880 filed by SOFI 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 2,602,652 shares
    Change vs previous 13F +140,925 shares

    4.13% of the 13F portfolio, value $85,757,369.

    13F-HR 0001398344-26-008352 filed by SOFI 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 2,461,727 shares
    Change vs previous 13F +696,906 shares

    4.09% of the 13F portfolio, value $81,975,506.

    13F-HR 0001398344-26-001749 filed by SOFI 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 1,764,821 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $60,286,294.

    13F-HR 0001398344-25-019532 filed by SOFI WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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