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Disclosery

Corient Private Wealth LP: SOFI position timeline

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

Corient Private Wealth LP held 130,371 SOFI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 130,371 shares
    Change vs previous 13F -51,550 shares

    <0.01% of the 13F portfolio, value $2,337,564.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 181,921 shares
    Change vs previous 13F -687 shares

    <0.01% of the 13F portfolio, value $2,378,617.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 182,608 shares
    Change vs previous 13F +36,874 shares

    0.01% of the 13F portfolio, value $4,781,369.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 145,734 shares
    Change vs previous 13F +20,443 shares

    0.01% of the 13F portfolio, value $3,850,603.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 125,291 shares
    Change vs previous 13F +22,069 shares

    <0.01% of the 13F portfolio, value $2,256,531.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 103,222 shares
    Change vs previous 13F +15,604 shares

    <0.01% of the 13F portfolio, value $1,200,474.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 87,618 shares
    Change vs previous 13F -11,104 shares

    <0.01% of the 13F portfolio, value $1,349,317.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 98,722 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $775,959.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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