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Disclosery

SOFI WEALTH, LLC: IGSB position timeline

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

SOFI WEALTH, LLC held 49 IGSB 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 49 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $2,543.

    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 184 shares
    Change vs previous 13F -35,485 shares

    <0.01% of the 13F portfolio, value $9,664.

    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 35,669 shares
    Change vs previous 13F +166 shares

    0.09% of the 13F portfolio, value $1,886,168.

    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 35,503 shares
    Change vs previous 13F -7,022 shares

    0.1% of the 13F portfolio, value $1,882,750.

    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 42,525 shares
    Change vs previous 13F +2,079 shares

    0.14% of the 13F portfolio, value $2,243,596.

    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 40,446 shares
    Change vs previous 13F +38,185 shares

    0.16% of the 13F portfolio, value $2,118,153.

    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 2,261 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $116,890.

    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).