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Disclosery

STANSBERRY ASSET MANAGEMENT, LLC: SOFI position timeline

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

STANSBERRY ASSET MANAGEMENT, LLC held 52,837 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,837 shares
    Change vs previous 13F -3,061 shares

    0.09% of the 13F portfolio, value $947,367.

    13F-HR 0000919574-26-005374 filed by STANSBERRY ASSET MANAGEMENT, 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 55,898 shares
    Change vs previous 13F +5,207 shares

    0.09% of the 13F portfolio, value $887,660.

    13F-HR 0000919574-26-003270 filed by STANSBERRY ASSET MANAGEMENT, 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 50,691 shares
    Change vs previous 13F -2,715 shares

    0.13% of the 13F portfolio, value $1,327,090.

    13F-HR 0000919574-26-001146 filed by STANSBERRY ASSET MANAGEMENT, 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 53,406 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,410,987.

    13F-HR 0000919574-25-006877 filed by STANSBERRY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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