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Summit Trail Advisors, LLC: SOFI position timeline

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

Summit Trail Advisors, LLC held 399,276 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 399,276 shares
    Change vs previous 13F -21,367 shares

    0.09% of the 13F portfolio, value $7,159,019.

    13F-HR 0001951757-26-001207 filed by Summit Trail 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 420,643 shares
    Change vs previous 13F +120,225 shares

    0.1% of the 13F portfolio, value $6,679,811.

    13F-HR 0001951757-26-000837 filed by Summit Trail 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 300,418 shares
    Change vs previous 13F +9,550 shares

    0.14% of the 13F portfolio, value $7,864,943.

    13F-HR 0001951757-26-000464 filed by Summit Trail 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 290,868 shares
    Change vs previous 13F +33,344 shares

    0.11% of the 13F portfolio, value $7,684,733.

    13F-HR 0001951757-25-001440 filed by Summit Trail 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 257,524 shares
    Change vs previous 13F -8,423 shares

    0.08% of the 13F portfolio, value $4,689,512.

    13F-HR 0001951757-25-001093 filed by Summit Trail 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 265,947 shares
    Change vs previous 13F -11,588 shares

    0.1% of the 13F portfolio, value $3,092,964.

    13F-HR 0001951757-25-000462 filed by Summit Trail 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 277,535 shares
    Change vs previous 13F -2,929 shares

    0.16% of the 13F portfolio, value $4,274,039.

    13F-HR 0001951757-25-000148 filed by Summit Trail 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 280,464 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,204,447.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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