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Disclosery

SOFI WEALTH, LLC: EFV position timeline

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

SOFI WEALTH, LLC held 1,010,564 EFV 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 1,010,564 shares
    Change vs previous 13F +53,810 shares

    3.11% of the 13F portfolio, value $77,358,681.

    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 956,754 shares
    Change vs previous 13F -131,090 shares

    3.43% of the 13F portfolio, value $71,134,646.

    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 1,087,844 shares
    Change vs previous 13F +45,865 shares

    3.87% of the 13F portfolio, value $77,682,973.

    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 1,041,979 shares
    Change vs previous 13F +65,887 shares

    3.81% of the 13F portfolio, value $70,677,445.

    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 976,092 shares
    Change vs previous 13F +52,055 shares

    3.79% of the 13F portfolio, value $61,962,316.

    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 924,037 shares
    Change vs previous 13F +907,276 shares

    4.09% of the 13F portfolio, value $54,462,713.

    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 16,761 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $879,437.

    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).