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Disclosery

SOFI WEALTH, LLC: VTIP position timeline

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

SOFI WEALTH, LLC held 18 VTIP 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 18 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $919.

    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 26 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $1,315.

    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 55 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $2,729.

    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 50 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $2,511.

    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 70 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $3,541.

    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 83 shares
    Change vs previous 13F -214,498 shares

    <0.01% of the 13F portfolio, value $4,122.

    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 214,581 shares
    Change vs previous 13F +18,239 shares

    0.71% of the 13F portfolio, value $10,390,006.

    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 196,342 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $9,681,604.

    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).