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Disclosery

SOFI WEALTH, LLC: HEFA position timeline

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

SOFI WEALTH, LLC held 155 HEFA 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 155 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $7,279.

    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 237 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $10,054.

    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 235 shares
    Change vs previous 13F -284 shares

    <0.01% of the 13F portfolio, value $9,710.

    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 519 shares
    Change vs previous 13F -457,354 shares

    <0.01% of the 13F portfolio, value $20,557.

    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 457,873 shares
    Change vs previous 13F +30,139 shares

    1.06% of the 13F portfolio, value $17,380,862.

    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 427,734 shares
    Change vs previous 13F +418,517 shares

    1.17% of the 13F portfolio, value $15,522,473.

    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 9,217 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $320,286.

    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).