Teamwork Financial Advisors, LLC

Position in SFY — Sofi Select 500 ETF

CIK 1629931 San Antonio, TX

All Filings in SFY

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SFY	$2,327,268	18,645	-7.1%	Shares	Sole	2026-04-09
2025-12-31 SFY	$2,653,376	20,077	-9.4%	Shares	Sole	2026-01-09
2025-09-30 SFY	$2,864,013	22,169	-9.6%	Shares	Sole	2025-10-08
2025-06-30 SFY	$2,897,256	24,526	-1.9%	Shares	Sole	2025-07-07
2025-03-31 SFY	$2,548,000	25,000	-5.6%	Shares	Sole	2025-04-10
2024-12-31 SFY	$2,881,539	26,475	-80.1%	Shares	Sole	2025-01-17
2024-09-30 SFY	$13,831,375	133,122	-3.9%	Shares	Sole	2024-10-16
2024-06-30 SFY	$2,751,281	138,534	-8.1%	Shares	Sole	2024-08-06
2024-03-31 SFY	$2,809,493	150,805	-0.3%	Shares	Sole	2024-04-19
2023-12-31 SFY	$2,562,798	151,287	-2.1%	Shares	Sole	2024-01-19
2023-09-30 SFY	$11,808,696	154,463	-0.7%	Shares	Sole	2023-10-31
2023-06-30 SFY	$12,178,077	155,531	-0.6%	Shares	Sole	2023-07-17
2023-03-31 SFY	$2,260,121	156,410	+0.5%	Shares	Sole	2023-04-06
2022-12-31 SFY	$10,338,822	155,588	+7.1%	Shares	Sole	2023-01-17
2022-09-30 SFY	$9,244,144	145,234	+64.9%	Shares	Sole	2022-10-12
2022-06-30 SFY	$5,804,867	88,086	+160.5%	Shares	Sole	2022-07-22
2022-03-31 SFY	$2,767,594	33,813	-3.6%	Shares	Sole	2022-04-18
2021-12-31 SFY	$3,068,800	35,072	+83.5%	Shares	Sole	2022-01-31
2021-09-30 SFY	$305,000	19,110	+38.9%	Shares	Sole	2021-10-13
2021-06-30 SFY	$218,000	13,759	—	Shares	Sole	2021-07-13
No filing history on record for this holder in this stock.