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Disclosery

SOFI WEALTH, LLC: PAVE position timeline

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

SOFI WEALTH, LLC held 18,666 PAVE 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 18,666 shares
    Change vs previous 13F +2,109 shares

    0.04% of the 13F portfolio, value $1,099,828.

    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 16,557 shares
    Change vs previous 13F +2,394 shares

    0.04% of the 13F portfolio, value $841,271.

    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 14,163 shares
    Change vs previous 13F +3,048 shares

    0.03% of the 13F portfolio, value $676,858.

    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 11,115 shares
    Change vs previous 13F +3,224 shares

    0.03% of the 13F portfolio, value $529,424.

    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 7,891 shares
    Change vs previous 13F +3,387 shares

    0.02% of the 13F portfolio, value $343,879.

    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 4,504 shares
    Change vs previous 13F +3,821 shares

    0.01% of the 13F portfolio, value $169,952.

    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 683 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,598.

    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).