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Disclosery

SOFI WEALTH, LLC: SPTL position timeline

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

SOFI WEALTH, LLC held 1,221,059 SPTL 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 1,221,059 shares
    Change vs previous 13F +81,968 shares

    1.29% of the 13F portfolio, value $32,028,365.

    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 1,139,091 shares
    Change vs previous 13F -276,737 shares

    1.44% of the 13F portfolio, value $29,958,088.

    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 1,415,828 shares
    Change vs previous 13F +107,855 shares

    1.87% of the 13F portfolio, value $37,476,977.

    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 1,307,973 shares
    Change vs previous 13F +249,854 shares

    1.9% of the 13F portfolio, value $35,249,881.

    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 1,058,119 shares
    Change vs previous 13F +81,704 shares

    1.72% of the 13F portfolio, value $28,124,790.

    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 976,415 shares
    Change vs previous 13F +950,244 shares

    2% of the 13F portfolio, value $26,617,077.

    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 26,171 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $685,430.

    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).