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Meeder Advisory Services, Inc.: SOFI position timeline

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

Meeder Advisory Services, Inc. held 26,654 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,654 shares
    Change vs previous 13F -6,513 shares

    0.01% of the 13F portfolio, value $477,897.

    13F-HR 0001398344-26-013841 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 287 shares
    • Meeder Advisory Services, Inc.: 26,367 shares

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

  2. period ended2026-03-31
    13F 33,167 shares
    Change vs previous 13F +7,268 shares

    0.01% of the 13F portfolio, value $526,692.

    13F-HR 0001398344-26-008708 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 244 shares
    • Meeder Advisory Services, Inc.: 32,923 shares

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

  3. period ended2025-12-31
    13F 25,899 shares
    Change vs previous 13F +3,346 shares

    0.02% of the 13F portfolio, value $678,036.

    13F-HR 0001398344-26-002770 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 292 shares
    • Meeder Advisory Services, Inc.: 25,607 shares

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

  4. period ended2025-09-30
    13F 22,553 shares
    Change vs previous 13F +597 shares

    0.02% of the 13F portfolio, value $595,850.

    13F-HR 0001398344-25-019768 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 298 shares
    • Meeder Advisory Services, Inc.: 22,255 shares

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

  5. period ended2025-06-30
    13F 21,956 shares
    Change vs previous 13F -19,749 shares

    0.01% of the 13F portfolio, value $399,819.

    13F-HR 0001398344-25-014712 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 1,031 shares
    • Meeder Advisory Services, Inc.: 20,925 shares

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

  6. period ended2025-03-31
    13F 41,705 shares
    Change vs previous 13F +4,041 shares

    0.02% of the 13F portfolio, value $485,029.

    13F-HR 0001398344-25-008929 filed by MEEDER ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 21,631 shares
    • Meeder Advisory Services, Inc.: 20,074 shares

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

  7. period ended2024-12-31
    13F 37,664 shares
    Change vs previous 13F +26,812 shares

    0.02% of the 13F portfolio, value $580,026.

    13F-HR 0001398344-25-002541 filed by MEEDER ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 21,115 shares
    • Meeder Advisory Services, Inc.: 16,549 shares

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

  8. period ended2024-09-30
    13F 10,852 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $85,297.

    13F-HR 0001398344-24-020228 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 0 shares
    • Meeder Advisory Services, Inc.: 10,852 shares

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