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Disclosery

Treasurer of the State of North Carolina: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Treasurer of the State of North Carolina on SOFI, newest first. How the timeline and the estimate are built.

Treasurer of the State of North Carolina held 537,667 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 537,667 shares
    Change vs previous 13F +18,550 shares

    0.02% of the 13F portfolio, value $9,640,000.

    13F-HR 0001761054-26-000004 filed by Treasurer of the State of North Carolina
    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 519,117 shares
    Change vs previous 13F +11,057 shares

    0.03% of the 13F portfolio, value $8,244,000.

    13F-HR 0001761054-26-000003 filed by Treasurer of the State of North Carolina
    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 508,060 shares
    Change vs previous 13F -1,154 shares

    0.04% of the 13F portfolio, value $13,301,000.

    13F-HR 0001761054-26-000002 filed by Treasurer of the State of North Carolina
    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 509,214 shares
    Change vs previous 13F +12,528 shares

    0.04% of the 13F portfolio, value $13,453,000.

    13F-HR 0001761054-25-000010 filed by Treasurer of the State of North Carolina
    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 496,686 shares
    Change vs previous 13F +7,889 shares

    0.03% of the 13F portfolio, value $9,045,000.

    13F-HR 0001761054-25-000007 filed by Treasurer of the State of North Carolina
    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 488,797 shares
    Change vs previous 13F +23,880 shares

    0.02% of the 13F portfolio, value $5,685,000.

    13F-HR 0001761054-25-000004 filed by Treasurer of the State of North Carolina
    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 464,917 shares
    Change vs previous 13F +14,700 shares

    0.03% of the 13F portfolio, value $7,160,000.

    13F-HR 0001761054-25-000003 filed by Treasurer of the State of North Carolina
    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 450,217 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,539,000.

    13F-HR 0001761054-24-000006 filed by Treasurer of the State of North Carolina
    Filed (acceptance time not in the bulk data set), ingested

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