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Disclosery

Swiss Life Asset Management Ltd: SOFI position timeline

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

Swiss Life Asset Management Ltd held 150,238 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,238 shares
    Change vs previous 13F +35,515 shares

    0.01% of the 13F portfolio, value $2,693,767.

    13F-HR 0001172661-26-002910 filed by Swiss Life Asset Management 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 114,723 shares
    Change vs previous 13F -87,610 shares

    0.01% of the 13F portfolio, value $1,821,801.

    13F-HR 0001172661-26-001895 filed by Swiss Life Asset Management 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 202,333 shares
    Change vs previous 13F -127,304 shares

    0.03% of the 13F portfolio, value $5,297,078.

    13F-HR 0001172661-26-000461 filed by Swiss Life Asset Management 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 329,637 shares
    Change vs previous 13F +302,625 shares

    0.05% of the 13F portfolio, value $8,709,010.

    13F-HR 0001172661-25-005239 filed by Swiss Life Asset Management 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 27,012 shares
    Change vs previous 13F +11,092 shares

    <0.01% of the 13F portfolio, value $491,889.

    13F-HR 0001172661-25-005235 filed by Swiss Life Asset Management 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 15,920 shares
    Change vs previous 13F +1,228 shares

    <0.01% of the 13F portfolio, value $185,150.

    13F-HR 0001172661-25-005234 filed by Swiss Life Asset Management 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 14,692 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $225,883.

    13F-HR 0001172661-25-005245 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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