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Disclosery

SOFI WEALTH, LLC: BINC position timeline

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

SOFI WEALTH, LLC held 64,254 BINC 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 64,254 shares
    Change vs previous 13F +132 shares

    0.14% of the 13F portfolio, value $3,363,043.

    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 64,122 shares
    Change vs previous 13F +7,877 shares

    0.16% of the 13F portfolio, value $3,329,881.

    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 56,245 shares
    Change vs previous 13F +3,077 shares

    0.15% of the 13F portfolio, value $2,968,070.

    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 53,168 shares
    Change vs previous 13F +3,166 shares

    0.15% of the 13F portfolio, value $2,830,641.

    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).

  5. period ended2025-06-30
    13F 50,002 shares
    Change vs previous 13F +3,893 shares

    0.16% of the 13F portfolio, value $2,642,123.

    13F-HR 0001398344-25-014884 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).

  6. period ended2025-03-31
    13F 46,109 shares
    Change vs previous 13F +44,369 shares

    0.18% of the 13F portfolio, value $2,415,206.

    13F-HR 0001398344-25-007340 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).

  7. period ended2024-12-31
    13F 1,740 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $90,519.

    13F-HR 0001398344-25-001935 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).