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Disclosery

SOFI WEALTH, LLC: VMBS position timeline

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

SOFI WEALTH, LLC held 867,101 VMBS 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 867,101 shares
    Change vs previous 13F +34,626 shares

    1.63% of the 13F portfolio, value $40,589,013.

    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 832,475 shares
    Change vs previous 13F +139,605 shares

    1.88% of the 13F portfolio, value $39,084,713.

    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 692,870 shares
    Change vs previous 13F +39,469 shares

    1.63% of the 13F portfolio, value $32,620,303.

    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 653,401 shares
    Change vs previous 13F +73,503 shares

    1.65% of the 13F portfolio, value $30,683,719.

    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 579,898 shares
    Change vs previous 13F +34,071 shares

    1.64% of the 13F portfolio, value $26,872,479.

    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 545,827 shares
    Change vs previous 13F +535,827 shares

    1.9% of the 13F portfolio, value $25,277,254.

    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 10,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $453,380.

    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).