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Disclosery

SOFI WEALTH, LLC: ESGU position timeline

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

SOFI WEALTH, LLC held 26,173 ESGU 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 26,173 shares
    Change vs previous 13F +3,041 shares

    0.17% of the 13F portfolio, value $4,283,759.

    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 23,132 shares
    Change vs previous 13F +4,547 shares

    0.16% of the 13F portfolio, value $3,271,287.

    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 18,585 shares
    Change vs previous 13F +4,047 shares

    0.14% of the 13F portfolio, value $2,768,860.

    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 14,538 shares
    Change vs previous 13F +4,208 shares

    0.11% of the 13F portfolio, value $2,116,772.

    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 10,330 shares
    Change vs previous 13F +4,195 shares

    0.09% of the 13F portfolio, value $1,397,618.

    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 6,135 shares
    Change vs previous 13F +5,303 shares

    0.06% of the 13F portfolio, value $747,888.

    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 832 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $107,177.

    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).