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Disclosery

Invesco Ltd.: SOFI position timeline

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

Invesco Ltd. held 1,544,542 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 1,544,542 shares
    Change vs previous 13F -35,046 shares

    <0.01% of the 13F portfolio, value $27,693,638.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 1,579,588 shares
    Change vs previous 13F -61,230 shares

    <0.01% of the 13F portfolio, value $25,083,856.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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 1,640,818 shares
    Change vs previous 13F -220,948 shares

    <0.01% of the 13F portfolio, value $42,956,615.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    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 1,861,766 shares
    Change vs previous 13F +351,607 shares

    0.01% of the 13F portfolio, value $49,187,857.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    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 1,510,159 shares
    Change vs previous 13F +598,695 shares

    <0.01% of the 13F portfolio, value $27,499,995.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    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 911,464 shares
    Change vs previous 13F -497,337 shares

    <0.01% of the 13F portfolio, value $10,600,327.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    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 1,408,801 shares
    Change vs previous 13F +645,994 shares

    <0.01% of the 13F portfolio, value $21,695,536.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    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 762,807 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,995,663.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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