White Wing Wealth Management: SOFI position timeline

White Wing Wealth Management held 13,466 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 13,466 shares

   Change vs previous 13F +484 shares

   0.13% of the 13F portfolio, value $241,445.

   13F-HR 0002001473-26-000004 filed by White Wing Wealth Management
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 12,982 shares

   Change vs previous 13F +1,112 shares

   0.12% of the 13F portfolio, value $206,154.

   13F-HR 0002001473-26-000003 filed by White Wing Wealth Management
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,870 shares

   Change vs previous 13F +50 shares

   0.19% of the 13F portfolio, value $310,757.

   13F-HR 0002001473-26-000001 filed by White Wing Wealth Management
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,820 shares

   Change vs previous 13F +1,570 shares

   0.19% of the 13F portfolio, value $304,483.

   13F-HR 0002001473-25-000005 filed by White Wing Wealth Management
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 10,250 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $186,653.

   13F-HR 0002001473-25-000003 filed by White Wing Wealth Management
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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