Wealthspire Retirement, LLC: SOFI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Retirement, LLC on SOFI, newest first. How the timeline and the estimate are built.
Wealthspire Retirement, LLC held 0 SOFI shares at 2025-09-30 per its 13F-HR/A filed 2026-02-06.
the latest 13F is the newest step
- period ended2025-09-3013F/A 0 sharesChange vs previous 13F -572,437 shares
13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 572,437 sharesChange vs previous 13F 0 shares
0.69% of the 13F portfolio, value $10,424,082.
13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 572,437 sharesChange vs previous 13F -3,550 shares
0.53% of the 13F portfolio, value $6,657,445.
13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 575,987 sharesChange vs previous 13F -1 shares
0.7% of the 13F portfolio, value $8,870,208.
13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 575,988 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $4,527,262.
13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).