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Disclosery

SOFI WEALTH, LLC: STIP position timeline

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

SOFI WEALTH, LLC held 33,591 STIP 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 33,591 shares
    Change vs previous 13F +15 shares

    0.14% of the 13F portfolio, value $3,431,606.

    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 33,576 shares
    Change vs previous 13F +2,712 shares

    0.17% of the 13F portfolio, value $3,472,757.

    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 30,864 shares
    Change vs previous 13F +2,108 shares

    0.16% of the 13F portfolio, value $3,160,192.

    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 28,756 shares
    Change vs previous 13F +315 shares

    0.16% of the 13F portfolio, value $2,972,186.

    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 28,441 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,926,889.

    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).