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Disclosery

SOFI WEALTH, LLC: EAGG position timeline

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

SOFI WEALTH, LLC held 49,790 EAGG 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 49,790 shares
    Change vs previous 13F +4,604 shares

    0.09% of the 13F portfolio, value $2,360,551.

    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 45,186 shares
    Change vs previous 13F +10,553 shares

    0.1% of the 13F portfolio, value $2,148,574.

    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 34,633 shares
    Change vs previous 13F +8,683 shares

    0.08% of the 13F portfolio, value $1,657,194.

    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 25,950 shares
    Change vs previous 13F +6,274 shares

    0.07% of the 13F portfolio, value $1,246,389.

    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 19,676 shares
    Change vs previous 13F +7,979 shares

    0.06% of the 13F portfolio, value $935,397.

    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 11,697 shares
    Change vs previous 13F +10,297 shares

    0.04% of the 13F portfolio, value $555,390.

    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 1,400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $65,001.

    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).