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Disclosery

SOFI WEALTH, LLC: SUSC position timeline

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

SOFI WEALTH, LLC held 61,965 SUSC 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 61,965 shares
    Change vs previous 13F +5,573 shares

    0.06% of the 13F portfolio, value $1,434,585.

    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 56,392 shares
    Change vs previous 13F +12,342 shares

    0.06% of the 13F portfolio, value $1,304,781.

    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 44,050 shares
    Change vs previous 13F +9,785 shares

    0.05% of the 13F portfolio, value $1,030,091.

    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 34,265 shares
    Change vs previous 13F +8,647 shares

    0.04% of the 13F portfolio, value $807,293.

    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 25,618 shares
    Change vs previous 13F +11,061 shares

    0.04% of the 13F portfolio, value $595,112.

    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 14,557 shares
    Change vs previous 13F +13,827 shares

    0.03% of the 13F portfolio, value $335,696.

    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 730 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,591.

    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).