NWAM LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1655006 MERCER ISLAND, WA

Position in SOFI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,372,792

+$396,871 QoQ

Shares Held

76,564

+24.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#312

of 912 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NWAM LLC holds $9,012,796 across 4 Credit Services names. SOFI ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,631	$3,990,479
2	MA	Mastercard Inc	5,892	$3,026,131
3	SOFI	SoFi Technologies, Inc. This page	76,564	$1,372,792
4	AXP	American Express Co	1,843	$623,394

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,372,792	76,564	+24.6%	Shares	Sole	2026-07-23
2026-03-31	$975,921	61,456	+1.2%	Shares	Sole	2026-05-04
2025-12-31	$1,589,361	60,709	+3.9%	Shares	Sole	2026-02-04
2025-09-30	$1,543,720	58,430	-7.2%	Shares	Sole	2026-02-04
2025-06-30	$1,146,847	62,979	+7.4%	Shares	Sole	2026-02-04
2025-03-31	$682,192	58,658	+31.4%	Shares	Sole	2025-05-05
2024-12-31	$687,379	44,635	+11.3%	Shares	Sole	2025-02-05
2024-09-30	$315,217	40,104	+22.1%	Shares	Sole	2024-11-12
2024-06-30	$217,131	32,849	-42.8%	Shares	Sole	2024-07-24
2024-03-31	$419,173	57,421	+46.6%	Shares	Sole	2024-05-09
2023-12-31	$389,622	39,158	+29.2%	Shares	Sole	2024-02-14
2023-09-30	$242,200	30,313	+43.9%	Shares	Sole	2023-11-01
2023-06-30	$175,707	21,068	+60.6%	Shares	Sole	2023-08-10
2023-03-31	$79,620	13,117	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.