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Disclosery

SOFI WEALTH, LLC: ESGE position timeline

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

SOFI WEALTH, LLC held 59,148 ESGE 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 59,148 shares
    Change vs previous 13F +11,785 shares

    0.13% of the 13F portfolio, value $3,234,818.

    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 47,363 shares
    Change vs previous 13F +10,606 shares

    0.1% of the 13F portfolio, value $2,153,611.

    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 36,757 shares
    Change vs previous 13F +10,269 shares

    0.08% of the 13F portfolio, value $1,623,566.

    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 26,488 shares
    Change vs previous 13F +7,544 shares

    0.06% of the 13F portfolio, value $1,150,123.

    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 18,944 shares
    Change vs previous 13F +6,243 shares

    0.05% of the 13F portfolio, value $742,035.

    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 12,701 shares
    Change vs previous 13F +10,453 shares

    0.03% of the 13F portfolio, value $443,886.

    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 2,248 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $75,067.

    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).