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Disclosery

SOFI WEALTH, LLC: SHLD position timeline

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

SOFI WEALTH, LLC held 823,592 SHLD 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 823,592 shares
    Change vs previous 13F +79,555 shares

    1.98% of the 13F portfolio, value $49,176,672.

    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 744,037 shares
    Change vs previous 13F -46,042 shares

    2.54% of the 13F portfolio, value $52,707,592.

    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 790,079 shares
    Change vs previous 13F +219,880 shares

    2.55% of the 13F portfolio, value $51,189,230.

    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 570,199 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $40,050,797.

    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).