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Disclosery

SOFI WEALTH, LLC: MUB position timeline

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

SOFI WEALTH, LLC held 666,493 MUB 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 666,493 shares
    Change vs previous 13F +45,596 shares

    2.89% of the 13F portfolio, value $71,728,002.

    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 620,897 shares
    Change vs previous 13F -10,892 shares

    3.18% of the 13F portfolio, value $65,908,250.

    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 631,789 shares
    Change vs previous 13F +54,010 shares

    3.37% of the 13F portfolio, value $67,670,947.

    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 577,779 shares
    Change vs previous 13F -80,348 shares

    3.31% of the 13F portfolio, value $61,527,683.

    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 658,127 shares
    Change vs previous 13F +36,942 shares

    4.2% of the 13F portfolio, value $68,761,111.

    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 621,185 shares
    Change vs previous 13F +71,675 shares

    4.92% of the 13F portfolio, value $65,497,726.

    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 549,510 shares
    Change vs previous 13F +64,274 shares

    4.01% of the 13F portfolio, value $58,550,333.

    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).

  8. period ended2024-09-30
    13F 485,236 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $52,711,164.

    13F-HR 0001398344-24-019606 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).