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STEINBERGANNA WEALTH MANAGEMENT: SOFI position timeline

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

STEINBERGANNA WEALTH MANAGEMENT held 80,450 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,450 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,442,469.

    13F-HR 0002089528-26-000003 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 80,450 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,277,546.

    13F-HR 0002089528-26-000002 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 80,450 shares
    Change vs previous 13F -2,510 shares

    0.99% of the 13F portfolio, value $2,106,181.

    13F-HR 0002089528-26-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 82,960 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,191,803.

    13F-HR 0002089528-25-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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