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Disclosery

SOFI WEALTH, LLC: THRO position timeline

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

SOFI WEALTH, LLC held 2,412,030 THRO 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 2,412,030 shares
    Change vs previous 13F +106,354 shares

    4.18% of the 13F portfolio, value $103,982,622.

    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 2,305,676 shares
    Change vs previous 13F +187,084 shares

    4.02% of the 13F portfolio, value $83,511,574.

    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 2,118,592 shares
    Change vs previous 13F +130,944 shares

    4.07% of the 13F portfolio, value $81,692,911.

    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 1,987,648 shares
    Change vs previous 13F +103,440 shares

    4.05% of the 13F portfolio, value $75,252,360.

    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 1,884,208 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $67,040,105.

    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).