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Disclosery

SOFI WEALTH, LLC: USXF position timeline

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

SOFI WEALTH, LLC held 87,855 USXF 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 87,855 shares
    Change vs previous 13F +14,388 shares

    0.25% of the 13F portfolio, value $6,101,514.

    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 73,467 shares
    Change vs previous 13F +14,616 shares

    0.2% of the 13F portfolio, value $4,055,395.

    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 58,851 shares
    Change vs previous 13F +11,947 shares

    0.17% of the 13F portfolio, value $3,388,638.

    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 46,904 shares
    Change vs previous 13F +12,895 shares

    0.14% of the 13F portfolio, value $2,688,049.

    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 34,009 shares
    Change vs previous 13F +13,330 shares

    0.11% of the 13F portfolio, value $1,834,123.

    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 20,679 shares
    Change vs previous 13F +17,889 shares

    0.07% of the 13F portfolio, value $965,094.

    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 2,790 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $138,735.

    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).