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Disclosery

SOFI WEALTH, LLC: IVW position timeline

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

SOFI WEALTH, LLC held 2,349,051 IVW 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 2,349,051 shares
    Change vs previous 13F +99,882 shares

    13% of the 13F portfolio, value $323,065,034.

    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 2,249,169 shares
    Change vs previous 13F +145,081 shares

    12.26% of the 13F portfolio, value $254,403,465.

    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 2,104,088 shares
    Change vs previous 13F +198,832 shares

    12.93% of the 13F portfolio, value $259,349,906.

    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 1,905,256 shares
    Change vs previous 13F -29,595 shares

    12.39% of the 13F portfolio, value $230,002,536.

    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 1,934,851 shares
    Change vs previous 13F +77,843 shares

    13.01% of the 13F portfolio, value $213,027,068.

    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 1,857,008 shares
    Change vs previous 13F +1,811,974 shares

    12.96% of the 13F portfolio, value $172,386,069.

    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 45,034 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,572,345.

    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).