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Disclosery

SOFI WEALTH, LLC: DYNF position timeline

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

SOFI WEALTH, LLC held 3,791,928 DYNF 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 3,791,928 shares
    Change vs previous 13F +179,167 shares

    10.38% of the 13F portfolio, value $257,889,017.

    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 3,612,761 shares
    Change vs previous 13F +222,910 shares

    10.13% of the 13F portfolio, value $210,190,451.

    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 3,389,851 shares
    Change vs previous 13F +304,280 shares

    10.28% of the 13F portfolio, value $206,136,822.

    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 3,085,571 shares
    Change vs previous 13F +531,129 shares

    9.84% of the 13F portfolio, value $182,665,778.

    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 2,554,442 shares
    Change vs previous 13F +108,510 shares

    8.5% of the 13F portfolio, value $139,114,926.

    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 2,445,932 shares
    Change vs previous 13F +2,393,294 shares

    8.97% of the 13F portfolio, value $119,263,627.

    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 52,638 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,697,684.

    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).