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Disclosery

SOFI WEALTH, LLC: HIMU position timeline

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

SOFI WEALTH, LLC held 376 HIMU 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 376 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $18,711.

    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 483 shares
    Change vs previous 13F -314,034 shares

    <0.01% of the 13F portfolio, value $23,177.

    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 314,517 shares
    Change vs previous 13F +27,621 shares

    0.76% of the 13F portfolio, value $15,310,680.

    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 286,896 shares
    Change vs previous 13F +119,574 shares

    0.76% of the 13F portfolio, value $14,112,403.

    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 167,322 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $8,136,887.

    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).