Skip to content
Disclosery

SOFI WEALTH, LLC: PZA position timeline

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

SOFI WEALTH, LLC held 2,158,881 PZA 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 2,158,881 shares
    Change vs previous 13F +175,595 shares

    2.04% of the 13F portfolio, value $50,776,882.

    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 1,983,286 shares
    Change vs previous 13F +1,502,814 shares

    2.2% of the 13F portfolio, value $45,575,915.

    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 480,472 shares
    Change vs previous 13F +42,185 shares

    0.56% of the 13F portfolio, value $11,142,154.

    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 438,287 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $10,120,038.

    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).