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Disclosery

SOFI WEALTH, LLC: EFG position timeline

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

SOFI WEALTH, LLC held 398,975 EFG 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 398,975 shares
    Change vs previous 13F +20,246 shares

    2% of the 13F portfolio, value $49,640,433.

    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 378,729 shares
    Change vs previous 13F -150,106 shares

    2.03% of the 13F portfolio, value $42,179,052.

    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 528,835 shares
    Change vs previous 13F +26,671 shares

    3% of the 13F portfolio, value $60,244,835.

    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 502,164 shares
    Change vs previous 13F +50,026 shares

    3.08% of the 13F portfolio, value $57,186,418.

    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 452,138 shares
    Change vs previous 13F +25,497 shares

    3.09% of the 13F portfolio, value $50,639,427.

    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 426,641 shares
    Change vs previous 13F +416,156 shares

    3.21% of the 13F portfolio, value $42,664,086.

    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 10,485 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,015,259.

    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).