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Universal- Beteiligungs- und Servicegesellschaft mbH: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Universal- Beteiligungs- und Servicegesellschaft mbH on SOFI, newest first. How the timeline and the estimate are built.

Universal- Beteiligungs- und Servicegesellschaft mbH held 511,948 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 511,948 shares
    Change vs previous 13F +75,551 shares

    0.01% of the 13F portfolio, value $9,179,229.

    13F-HR 0002057170-26-000021 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 436,397 shares
    Change vs previous 13F +8,330 shares

    0.01% of the 13F portfolio, value $6,929,985.

    13F-HR 0002057170-26-000020 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 428,067 shares
    Change vs previous 13F +35,289 shares

    0.02% of the 13F portfolio, value $11,298,324.

    13F-HR 0002057170-26-000014 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 392,778 shares
    Change vs previous 13F +41,510 shares

    0.02% of the 13F portfolio, value $10,377,195.

    13F-HR 0002057170-25-000015 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 351,268 shares
    Change vs previous 13F +12,427 shares

    0.01% of the 13F portfolio, value $6,396,590.

    13F-HR 0002057170-25-000008 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 338,841 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,940,720.

    13F-HR 0002057170-25-000004 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    Filed (acceptance time not in the bulk data set), ingested

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