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Disclosery

Spire Wealth Management: SOFI position timeline

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

Spire Wealth Management held 77,238 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,238 shares
    Change vs previous 13F -882 shares

    0.04% of the 13F portfolio, value $1,384,877.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 78,120 shares
    Change vs previous 13F -8,038 shares

    0.04% of the 13F portfolio, value $1,240,546.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 86,158 shares
    Change vs previous 13F +7,451 shares

    0.08% of the 13F portfolio, value $2,255,616.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 78,707 shares
    Change vs previous 13F +8,513 shares

    0.07% of the 13F portfolio, value $2,079,439.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 70,194 shares
    Change vs previous 13F -13,167 shares

    0.05% of the 13F portfolio, value $1,278,233.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 83,361 shares
    Change vs previous 13F +3,985 shares

    0.03% of the 13F portfolio, value $969,488.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 79,376 shares
    Change vs previous 13F +5,594 shares

    0.04% of the 13F portfolio, value $1,222,390.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 73,782 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $579,927.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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