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Disclosery

SOFI WEALTH, LLC: VB position timeline

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

SOFI WEALTH, LLC held 20 VB 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 20 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $6,024.

    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 25 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $6,627.

    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 34 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $8,751.

    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 30 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $7,706.

    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 32 shares
    Change vs previous 13F -44 shares

    <0.01% of the 13F portfolio, value $7,648.

    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 76 shares
    Change vs previous 13F -172,398 shares

    <0.01% of the 13F portfolio, value $16,925.

    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 172,474 shares
    Change vs previous 13F +7,771 shares

    2.84% of the 13F portfolio, value $41,442,138.

    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).

  8. period ended2024-09-30
    13F 164,703 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $39,069,124.

    13F-HR 0001398344-24-019606 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).