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Disclosery

SOFI WEALTH, LLC: IUSB position timeline

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

SOFI WEALTH, LLC held 1,615,903 IUSB 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 1,615,903 shares
    Change vs previous 13F +62,139 shares

    3% of the 13F portfolio, value $74,573,913.

    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 1,553,764 shares
    Change vs previous 13F +346,365 shares

    3.46% of the 13F portfolio, value $71,768,344.

    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 1,207,399 shares
    Change vs previous 13F +68,536 shares

    2.8% of the 13F portfolio, value $56,192,370.

    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 1,138,863 shares
    Change vs previous 13F -180,237 shares

    2.86% of the 13F portfolio, value $53,196,269.

    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 1,319,100 shares
    Change vs previous 13F +77,149 shares

    3.73% of the 13F portfolio, value $60,981,980.

    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 1,241,951 shares
    Change vs previous 13F +1,214,958 shares

    4.3% of the 13F portfolio, value $57,229,097.

    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 26,993 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,220,096.

    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).