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Disclosery

SOFI WEALTH, LLC: SFY position timeline

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

SOFI WEALTH, LLC held 1,826,226 SFY 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 1,826,226 shares
    Change vs previous 13F +71,873 shares

    10.94% of the 13F portfolio, value $271,870,307.

    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 1,754,353 shares
    Change vs previous 13F +110,408 shares

    10.55% of the 13F portfolio, value $218,978,340.

    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 1,643,945 shares
    Change vs previous 13F -89,723 shares

    10.84% of the 13F portfolio, value $217,263,828.

    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 1,733,668 shares
    Change vs previous 13F -20,327 shares

    12.06% of the 13F portfolio, value $223,972,564.

    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 1,753,995 shares
    Change vs previous 13F +16,457 shares

    12.66% of the 13F portfolio, value $207,199,467.

    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 1,737,538 shares
    Change vs previous 13F -4,937,018 shares

    13.31% of the 13F portfolio, value $177,089,860.

    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 6,674,556 shares
    Change vs previous 13F not available

    49.8% of the 13F portfolio, value $726,458,626.

    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).