Position in SOFI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$281,913
+$30,946 QoQ
Shares Held
15,723
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#553
of 912 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $1,133,254 across 3 Credit Services names. SOFI ranks #3 (24.9% of the industry book) .
All Filings in SOFI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,913 | 15,723 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $250,967 | 15,804 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $414,586 | 15,836 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $418,334 | 15,834 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $287,262 | 15,775 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $184,917 | 15,900 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $240,224 | 15,599 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $120,305 | 15,306 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $99,150 | 15,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $109,500 | 15,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $99,500 | 10,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $79,900 | 10,000 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||