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Disclosery

SOFI WEALTH, LLC: IVV position timeline

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

SOFI WEALTH, LLC held 338,161 IVV 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 338,161 shares
    Change vs previous 13F +16,087 shares

    10.19% of the 13F portfolio, value $253,245,458.

    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 322,074 shares
    Change vs previous 13F -8,200 shares

    10.14% of the 13F portfolio, value $210,381,767.

    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 330,274 shares
    Change vs previous 13F +15,022 shares

    11.28% of the 13F portfolio, value $226,218,147.

    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 315,252 shares
    Change vs previous 13F -24,481 shares

    11.36% of the 13F portfolio, value $210,998,030.

    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 339,733 shares
    Change vs previous 13F +19,577 shares

    12.89% of the 13F portfolio, value $210,940,172.

    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 320,156 shares
    Change vs previous 13F +313,794 shares

    13.52% of the 13F portfolio, value $179,895,428.

    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 6,362 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,745,106.

    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).