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Disclosery

Vontobel Holding Ltd.: SOFI position timeline

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

Vontobel Holding Ltd. held 429,171 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 429,171 shares
    Change vs previous 13F +157,898 shares

    0.03% of the 13F portfolio, value $7,695,036.

    13F-HR 0001588340-26-000003 filed by Vontobel Holding 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 271,273 shares
    Change vs previous 13F +195,322 shares

    0.01% of the 13F portfolio, value $4,307,815.

    13F-HR 0001588340-26-000002 filed by Vontobel Holding 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 75,951 shares
    Change vs previous 13F +29,480 shares

    0.01% of the 13F portfolio, value $1,988,397.

    13F-HR 0001588340-26-000001 filed by Vontobel Holding 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 46,471 shares
    Change vs previous 13F -25,271 shares

    <0.01% of the 13F portfolio, value $1,227,764.

    13F-HR 0001588340-25-000002 filed by Vontobel Holding 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 71,742 shares
    Change vs previous 13F -76,213 shares

    <0.01% of the 13F portfolio, value $1,306,422.

    13F-HR 0001085146-25-004058 filed by Vontobel Holding 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 147,955 shares
    Change vs previous 13F +45,594 shares

    0.01% of the 13F portfolio, value $1,720,717.

    13F-HR 0001085146-25-002357 filed by Vontobel Holding 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 102,361 shares
    Change vs previous 13F -97,214 shares

    0.01% of the 13F portfolio, value $1,576,359.

    13F-HR 0001085146-25-000609 filed by Vontobel Holding Ltd.
    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 199,575 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,568,659.

    13F-HR 0001085146-24-004918 filed by Vontobel Holding Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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