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Disclosery

SOFI WEALTH, LLC: SUB position timeline

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

SOFI WEALTH, LLC held 22 SUB 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 22 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $2,325.

    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 30 shares
    Change vs previous 13F -1,111 shares

    <0.01% of the 13F portfolio, value $3,176.

    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 1,141 shares
    Change vs previous 13F +266 shares

    0.01% of the 13F portfolio, value $121,751.

    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 875 shares
    Change vs previous 13F -12,784 shares

    0.01% of the 13F portfolio, value $93,418.

    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 13,659 shares
    Change vs previous 13F +2,150 shares

    0.09% of the 13F portfolio, value $1,452,483.

    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 11,509 shares
    Change vs previous 13F +10,458 shares

    0.09% of the 13F portfolio, value $1,215,366.

    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 1,051 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $110,839.

    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).