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Disclosery

Zions Bancorporation, N.A.: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zions Bancorporation, N.A. on SOFI, newest first. How the timeline and the estimate are built.

Zions Bancorporation, N.A. held 0 SOFI shares at 2024-09-30 per its 13F-HR filed 2024-11-06.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -19,081 shares

    13F-HR 0001666757-24-000009 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 19,081 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $126,125.

    13F-HR 0001666757-24-000005 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 19,081 shares
    Change vs previous 13F -4,826 shares

    0.01% of the 13F portfolio, value $139,291.

    13F-HR 0001666757-24-000003 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 23,907 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $237,875.

    13F-HR 0001666757-24-000001 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 23,907 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $191,017.

    13F-HR 0001666757-23-000004 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 23,907 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $199,384.

    13F-HR 0001666757-23-000003 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 23,907 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $145,115.

    13F-HR 0001666757-23-000002 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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