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Soltis Investment Advisors LLC: SOFI position timeline

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

Soltis Investment Advisors LLC held 53,492 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,492 shares
    Change vs previous 13F -15,430 shares

    0.06% of the 13F portfolio, value $959,111.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors 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 68,922 shares
    Change vs previous 13F +4,639 shares

    0.07% of the 13F portfolio, value $1,094,477.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors 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/A 64,283 shares
    Change vs previous 13F -142 shares

    0.11% of the 13F portfolio, value $1,682,926.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors 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 64,425 shares
    Change vs previous 13F +35,989 shares

    0.12% of the 13F portfolio, value $1,702,105.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors 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 28,436 shares
    Change vs previous 13F +501 shares

    0.04% of the 13F portfolio, value $517,817.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors 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 27,935 shares
    Change vs previous 13F -15,945 shares

    0.03% of the 13F portfolio, value $324,890.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors 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 43,880 shares
    Change vs previous 13F -72,372 shares

    0.06% of the 13F portfolio, value $675,750.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors 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/A 116,252 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $913,741.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).