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SOFI WEALTH, LLC: EUSB position timeline

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

SOFI WEALTH, LLC held 93,698 EUSB 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 93,698 shares
    Change vs previous 13F +15,057 shares

    0.16% of the 13F portfolio, value $4,071,165.

    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 78,641 shares
    Change vs previous 13F +21,255 shares

    0.16% of the 13F portfolio, value $3,420,886.

    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 57,386 shares
    Change vs previous 13F +7,899 shares

    0.13% of the 13F portfolio, value $2,519,832.

    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 49,487 shares
    Change vs previous 13F +10,866 shares

    0.12% of the 13F portfolio, value $2,173,473.

    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 38,621 shares
    Change vs previous 13F +14,749 shares

    0.1% of the 13F portfolio, value $1,681,949.

    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 23,872 shares
    Change vs previous 13F +20,669 shares

    0.08% of the 13F portfolio, value $1,034,141.

    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 3,203 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $136,054.

    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).