Sofi Technologies shares owned by Wealthspan Partners
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Wealthspan Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $488k | 19k | 26.42 |
| 2025-06-30 | $397k | 22k | 18.21 |
| 2025-03-31 | $251k | 22k | 11.63 |
| 2024-12-31 | $304k | 20k | 15.40 |
| 2024-09-30 | $135k | 17k | 7.86 |
| 2024-06-30 | $74k | 11k | 6.61 |