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Kestra Advisory Services, LLC: SOFI position timeline

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

Kestra Advisory Services, LLC held 321,868 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 321,868 shares
    Change vs previous 13F +42,109 shares

    0.01% of the 13F portfolio, value $5,771,085.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 102,300 shares
    • Kestra Advisory Services, LLC: 219,568 shares

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

  2. period ended2026-03-31
    13F 279,759 shares
    Change vs previous 13F +5,226 shares

    0.01% of the 13F portfolio, value $4,442,566.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 66,392 shares
    • Kestra Advisory Services, LLC: 213,367 shares

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

  3. period ended2025-12-31
    13F 274,533 shares
    Change vs previous 13F +16,545 shares

    0.02% of the 13F portfolio, value $7,187,262.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 69,904 shares
    • Kestra Advisory Services, LLC: 204,629 shares

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

  4. period ended2025-09-30
    13F 257,988 shares
    Change vs previous 13F +22,650 shares

    0.02% of the 13F portfolio, value $6,816,039.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 58,667 shares
    • Kestra Advisory Services, LLC: 199,321 shares

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

  5. period ended2025-06-30
    13F 235,338 shares
    Change vs previous 13F +25,039 shares

    0.02% of the 13F portfolio, value $4,285,502.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 68,376 shares
    • Kestra Advisory Services, LLC: 166,962 shares

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

  6. period ended2025-03-31
    13F 210,299 shares
    Change vs previous 13F +36,590 shares

    0.01% of the 13F portfolio, value $2,445,777.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 59,756 shares
    • Kestra Advisory Services, LLC: 150,543 shares

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

  7. period ended2024-12-31
    13F 173,709 shares
    Change vs previous 13F +34,766 shares

    0.01% of the 13F portfolio, value $2,675,118.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,181 shares
    • Kestra Advisory Services, LLC: 156,528 shares

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

  8. period ended2024-09-30
    13F 138,943 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,092,092.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,681 shares
    • Kestra Advisory Services, LLC: 115,262 shares

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