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Disclosery

SOFI WEALTH, LLC: IVE position timeline

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

SOFI WEALTH, LLC held 1,038,423 IVE 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 1,038,423 shares
    Change vs previous 13F +58,458 shares

    9.49% of the 13F portfolio, value $235,784,423.

    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 979,965 shares
    Change vs previous 13F +4,340 shares

    9.97% of the 13F portfolio, value $206,919,651.

    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 975,625 shares
    Change vs previous 13F +10,708 shares

    10.32% of the 13F portfolio, value $206,900,870.

    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 964,917 shares
    Change vs previous 13F +12,985 shares

    10.73% of the 13F portfolio, value $199,265,022.

    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 951,932 shares
    Change vs previous 13F +54,664 shares

    11.36% of the 13F portfolio, value $186,026,542.

    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 897,268 shares
    Change vs previous 13F +882,811 shares

    12.86% of the 13F portfolio, value $171,001,278.

    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 14,457 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,759,583.

    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).