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Tradition Wealth Management, LLC: SOFI position timeline

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

Tradition Wealth Management, LLC held 104,443 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 104,443 shares
    Change vs previous 13F -545 shares

    0.11% of the 13F portfolio, value $1,872,654.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth 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 104,988 shares
    Change vs previous 13F -24,608 shares

    0.12% of the 13F portfolio, value $1,667,209.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth 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 129,596 shares
    Change vs previous 13F +16,249 shares

    0.24% of the 13F portfolio, value $3,392,823.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth 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 113,347 shares
    Change vs previous 13F +31,898 shares

    0.22% of the 13F portfolio, value $2,994,628.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 81,449 shares
    Change vs previous 13F +8,438 shares

    0.12% of the 13F portfolio, value $1,483,186.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 73,011 shares
    Change vs previous 13F +9,946 shares

    0.07% of the 13F portfolio, value $849,118.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 63,065 shares
    Change vs previous 13F +5,532 shares

    0.09% of the 13F portfolio, value $971,201.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 57,533 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $452,209.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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