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Disclosery

CWM, LLC: SOFI position timeline

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

CWM, LLC held 118,803 SOFI shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 118,803 shares
    Change vs previous 13F +45,973 shares

    <0.01% of the 13F portfolio, value $1,886,593.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 72,830 shares
    Change vs previous 13F -6,310 shares

    0.01% of the 13F portfolio, value $1,907,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 79,140 shares
    Change vs previous 13F -8,193 shares

    0.01% of the 13F portfolio, value $2,091,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 87,333 shares
    Change vs previous 13F +4,934 shares

    0.01% of the 13F portfolio, value $1,590,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 82,399 shares
    Change vs previous 13F +1,613 shares

    <0.01% of the 13F portfolio, value $958,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 80,786 shares
    Change vs previous 13F -18,170 shares

    0.01% of the 13F portfolio, value $1,244,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 98,956 shares
    Change vs previous 13F +47,672 shares

    <0.01% of the 13F portfolio, value $778,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 51,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $339,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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