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Disclosery

SOFI WEALTH, LLC: LCTD position timeline

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

SOFI WEALTH, LLC held 33,437 LCTD 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 33,437 shares
    Change vs previous 13F +6,878 shares

    0.08% of the 13F portfolio, value $1,927,850.

    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 26,559 shares
    Change vs previous 13F +4,515 shares

    0.07% of the 13F portfolio, value $1,468,332.

    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 22,044 shares
    Change vs previous 13F +3,733 shares

    0.06% of the 13F portfolio, value $1,204,951.

    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 18,311 shares
    Change vs previous 13F +5,164 shares

    0.05% of the 13F portfolio, value $975,800.

    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 13,147 shares
    Change vs previous 13F +4,928 shares

    0.04% of the 13F portfolio, value $668,679.

    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 8,219 shares
    Change vs previous 13F +6,914 shares

    0.03% of the 13F portfolio, value $379,634.

    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 1,305 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,800.

    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).