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Disclosery

SOFI WEALTH, LLC: IGLB position timeline

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

SOFI WEALTH, LLC held 118 IGLB 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 118 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $5,917.

    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 122 shares
    Change vs previous 13F -29,195 shares

    <0.01% of the 13F portfolio, value $6,037.

    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 29,317 shares
    Change vs previous 13F +4,332 shares

    0.07% of the 13F portfolio, value $1,479,066.

    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 24,985 shares
    Change vs previous 13F +7,031 shares

    0.07% of the 13F portfolio, value $1,287,705.

    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 17,954 shares
    Change vs previous 13F +7,480 shares

    0.06% of the 13F portfolio, value $901,454.

    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 10,474 shares
    Change vs previous 13F +7,152 shares

    0.04% of the 13F portfolio, value $526,088.

    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 3,322 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $164,119.

    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).