Skip to content
Disclosery

Taylor Frigon Capital Management LLC: SOFI position timeline

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

Taylor Frigon Capital Management LLC held 155,252 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,252 shares
    Change vs previous 13F +37,235 shares

    1.3% of the 13F portfolio, value $2,783,668.

    13F-HR 0001632665-26-000003 filed by Taylor Frigon Capital 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 118,017 shares
    Change vs previous 13F +31,081 shares

    1.07% of the 13F portfolio, value $1,874,110.

    13F-HR 0001632665-26-000002 filed by Taylor Frigon Capital 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 86,936 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,275,984.

    13F-HR 0001632665-26-000001 filed by Taylor Frigon Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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