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Focus Partners Wealth: SOFI position timeline

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

Focus Partners Wealth held 10,309 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,309 shares
    Change vs previous 13F -260,366 shares

    <0.01% of the 13F portfolio, value $184,848.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,309 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 270,675 shares
    Change vs previous 13F -21,256 shares

    <0.01% of the 13F portfolio, value $4,298,288.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 257,143 shares
    • Focus Partners Advisor Solutions, LLC: 13,532 shares

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

  3. period ended2025-12-31
    13F 291,931 shares
    Change vs previous 13F -30,839 shares

    0.01% of the 13F portfolio, value $7,642,764.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 268,565 shares
    • Focus Partners Advisor Solutions, LLC: 23,366 shares

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

  4. period ended2025-09-30
    13F 322,770 shares
    Change vs previous 13F -12,266 shares

    0.01% of the 13F portfolio, value $8,576,136.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 299,869 shares
    • Focus Partners Advisor Solutions, LLC: 22,901 shares

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

  5. period ended2025-06-30
    13F 335,036 shares
    Change vs previous 13F -3,531 shares

    0.01% of the 13F portfolio, value $6,100,158.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 316,360 shares
    • Focus Partners Advisor Solutions, LLC: 18,676 shares

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

  6. period ended2025-03-31
    13F/A 338,567 shares
    Change vs previous 13F +16,498 shares

    0.01% of the 13F portfolio, value $3,937,569.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 314,342 shares
    • Focus Partners Advisor Solutions, LLC: 24,225 shares

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

  7. period ended2024-12-31
    13F/A 322,069 shares
    Change vs previous 13F +34,463 shares

    0.01% of the 13F portfolio, value $4,959,871.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 301,511 shares
    • Focus Partners Advisor Solutions, LLC: 20,558 shares

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

  8. period ended2024-09-30
    13F 287,606 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $34,990,171.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 269,960 shares
    • Focus Partners Advisor Solutions, LLC: 17,646 shares

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