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Disclosery

SOFI WEALTH, LLC: BND position timeline

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

SOFI WEALTH, LLC held 1,117 BND 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 1,117 shares
    Change vs previous 13F +1,066 shares

    <0.01% of the 13F portfolio, value $81,967.

    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 51 shares
    Change vs previous 13F -180 shares

    <0.01% of the 13F portfolio, value $3,755.

    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 231 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $17,131.

    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 223 shares
    Change vs previous 13F -190 shares

    <0.01% of the 13F portfolio, value $16,606.

    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 413 shares
    Change vs previous 13F -163 shares

    <0.01% of the 13F portfolio, value $30,415.

    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 576 shares
    Change vs previous 13F -1,016,438 shares

    <0.01% of the 13F portfolio, value $42,321.

    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 1,017,014 shares
    Change vs previous 13F +99,626 shares

    5.01% of the 13F portfolio, value $73,133,510.

    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).

  8. period ended2024-09-30
    13F 917,388 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $68,905,026.

    13F-HR 0001398344-24-019606 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).