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Disclosery

Cerity Partners LLC: SOFI position timeline

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

Cerity Partners LLC held 298,310 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,310 shares
    Change vs previous 13F -3,807 shares

    0.01% of the 13F portfolio, value $5,348,704.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 302,117 shares
    Change vs previous 13F -36,420 shares

    0.01% of the 13F portfolio, value $4,797,614.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 338,537 shares
    Change vs previous 13F -24,049 shares

    0.01% of the 13F portfolio, value $8,862,897.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 362,586 shares
    Change vs previous 13F -92,699 shares

    0.02% of the 13F portfolio, value $9,579,516.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 455,285 shares
    Change vs previous 13F -143,216 shares

    0.01% of the 13F portfolio, value $8,290,756.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 598,501 shares
    Change vs previous 13F +90,882 shares

    0.01% of the 13F portfolio, value $6,960,567.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 507,619 shares
    Change vs previous 13F -197,752 shares

    0.02% of the 13F portfolio, value $7,763,099.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 705,371 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,544,217.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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