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Valeo Financial Advisors, LLC: SOFI position timeline

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

Valeo Financial Advisors, LLC held 37,498 SOFI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,498 shares
    Change vs previous 13F +782 shares

    0.01% of the 13F portfolio, value $589,469.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,716 shares
    Change vs previous 13F +2,240 shares

    0.01% of the 13F portfolio, value $658,319.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 ended2026-03-31
    13F 34,476 shares
    Change vs previous 13F +2,500 shares

    0.01% of the 13F portfolio, value $547,480.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 ended2025-12-31
    13F 31,976 shares
    Change vs previous 13F -3,345 shares

    0.02% of the 13F portfolio, value $837,138.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 35,321 shares
    Change vs previous 13F +1,941 shares

    0.02% of the 13F portfolio, value $933,191.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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 ended2025-06-30
    13F/A 33,380 shares
    Change vs previous 13F -369 shares

    0.01% of the 13F portfolio, value $607,849.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 ended2025-03-31
    13F 33,749 shares
    Change vs previous 13F +3,219 shares

    0.01% of the 13F portfolio, value $392,500.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 ended2024-12-31
    13F 30,530 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $470,162.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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