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Disclosery

SOFI WEALTH, LLC: IYW position timeline

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

SOFI WEALTH, LLC held 167 IYW 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 167 shares
    Change vs previous 13F -113 shares

    <0.01% of the 13F portfolio, value $42,042.

    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 280 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $50,753.

    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 277 shares
    Change vs previous 13F -99,733 shares

    <0.01% of the 13F portfolio, value $55,219.

    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 100,010 shares
    Change vs previous 13F -320,010 shares

    1.05% of the 13F portfolio, value $19,587,926.

    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 420,020 shares
    Change vs previous 13F +14,764 shares

    4.45% of the 13F portfolio, value $72,776,822.

    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 405,256 shares
    Change vs previous 13F +396,953 shares

    4.28% of the 13F portfolio, value $56,914,114.

    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 8,303 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,324,439.

    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).