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Disclosery

Wedmont Private Capital: SOFI position timeline

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

Wedmont Private Capital held 27,680 SOFI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,680 shares
    Change vs previous 13F +2,485 shares

    0.01% of the 13F portfolio, value $432,085.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,195 shares
    Change vs previous 13F +3,130 shares

    0.01% of the 13F portfolio, value $473,155.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 22,065 shares
    Change vs previous 13F -5,478 shares

    0.01% of the 13F portfolio, value $363,852.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    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 27,543 shares
    Change vs previous 13F +3,457 shares

    0.03% of the 13F portfolio, value $743,661.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    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 24,086 shares
    Change vs previous 13F +2,593 shares

    0.03% of the 13F portfolio, value $677,780.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    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 21,493 shares
    Change vs previous 13F +879 shares

    0.02% of the 13F portfolio, value $434,588.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    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 20,614 shares
    Change vs previous 13F +2,299 shares

    0.01% of the 13F portfolio, value $220,776.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    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 18,315 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $259,157.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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