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Diversify Advisory Services, LLC: SOFI position timeline

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

Diversify Advisory Services, LLC held 2,296,404 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,296,404 shares
    Change vs previous 13F +354,418 shares

    0.33% of the 13F portfolio, value $38,763,298.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,148,202 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,148,202 shares

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

  2. period ended2026-03-31
    13F 1,941,986 shares
    Change vs previous 13F +1,092,152 shares

    0.48% of the 13F portfolio, value $30,149,329.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 898,614 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,043,372 shares

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

  3. period ended2025-12-31
    13F 849,834 shares
    Change vs previous 13F -19,364 shares

    0.42% of the 13F portfolio, value $22,223,480.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 832,681 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,153 shares

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

  4. period ended2025-09-30
    13F 869,198 shares
    Change vs previous 13F -90,822 shares

    0.57% of the 13F portfolio, value $26,623,535.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 856,158 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,040 shares

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

  5. period ended2025-06-30
    13F 960,020 shares
    Change vs previous 13F -105,665 shares

    0.54% of the 13F portfolio, value $22,704,473.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 941,215 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,805 shares

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

  6. period ended2025-03-31
    13F 1,065,685 shares
    Change vs previous 13F +416,870 shares

    0.48% of the 13F portfolio, value $14,141,640.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,047,039 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,646 shares

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

  7. period ended2024-12-31
    13F 648,815 shares
    Change vs previous 13F -203,118 shares

    0.3% of the 13F portfolio, value $9,180,733.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 630,170 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,645 shares

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

  8. period ended2024-09-30
    13F 851,933 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $9,007,316.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 813,589 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 38,344 shares

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