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Disclosery

SOFI WEALTH, LLC: BSV position timeline

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

SOFI WEALTH, LLC held 130 BSV 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 130 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $10,152.

    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 97 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $7,601.

    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 166 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $13,055.

    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 168 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $13,230.

    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 232 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $18,266.

    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 282 shares
    Change vs previous 13F -734,737 shares

    <0.01% of the 13F portfolio, value $22,053.

    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 735,019 shares
    Change vs previous 13F +64,143 shares

    3.89% of the 13F portfolio, value $56,794,948.

    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 670,876 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $52,791,270.

    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).