Skip to content
Disclosery

SOFI WEALTH, LLC: IBIT position timeline

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

SOFI WEALTH, LLC held 64,074 IBIT 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 64,074 shares
    Change vs previous 13F +14,014 shares

    0.09% of the 13F portfolio, value $2,133,030.

    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 50,060 shares
    Change vs previous 13F +20,574 shares

    0.09% of the 13F portfolio, value $1,923,320.

    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 29,486 shares
    Change vs previous 13F +8,293 shares

    0.07% of the 13F portfolio, value $1,463,993.

    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 21,193 shares
    Change vs previous 13F +6,018 shares

    0.07% of the 13F portfolio, value $1,377,549.

    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 15,175 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $928,885.

    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).