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Disclosery

SOFI WEALTH, LLC: DMXF position timeline

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

SOFI WEALTH, LLC held 43,134 DMXF 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 43,134 shares
    Change vs previous 13F +9,544 shares

    0.15% of the 13F portfolio, value $3,649,135.

    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 33,590 shares
    Change vs previous 13F +6,320 shares

    0.12% of the 13F portfolio, value $2,534,400.

    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 27,270 shares
    Change vs previous 13F +4,842 shares

    0.1% of the 13F portfolio, value $2,049,645.

    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 22,428 shares
    Change vs previous 13F +6,657 shares

    0.09% of the 13F portfolio, value $1,698,690.

    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 15,771 shares
    Change vs previous 13F +6,056 shares

    0.07% of the 13F portfolio, value $1,173,970.

    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 9,715 shares
    Change vs previous 13F +8,312 shares

    0.05% of the 13F portfolio, value $654,214.

    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 1,403 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $90,634.

    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).