Fortis Advisors, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1697478 WAYNE, PA

Position in SOFI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$268,950

+$30,750 QoQ

Shares Held

15,000

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#560

of 912 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fortis Advisors, LLC holds $1,066,329 across 3 Credit Services names. SOFI ranks #3 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	791	$406,257
2	V	Visa Inc.	1,140	$391,122
3	SOFI	SoFi Technologies, Inc. This page	15,000	$268,950

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,950	15,000	0.0%	Shares	Sole	2026-08-13
2026-03-31	$238,200	15,000	-14.3%	Shares	Sole	2026-05-14
2025-12-31	$458,150	17,500	-10.3%	Shares	Sole	2026-02-10
2025-09-30	$515,190	19,500	-37.7%	Shares	Sole	2025-11-10
2025-06-30	$569,973	31,300	0.0%	Shares	Sole	2025-07-23
2025-03-31	$364,019	31,300	-29.7%	Shares	Sole	2025-04-17
2024-12-31	$686,070	44,550	0.0%	Shares	Sole	2025-01-14
2024-09-30	$350,163	44,550	0.0%	Shares	Sole	2024-11-07
2024-06-30	$294,475	44,550	+4.7%	Shares	Sole	2024-12-05
2024-03-31	$310,615	42,550	0.0%	Shares	Sole	2024-12-05
2023-12-31	$423,372	42,550	+6.2%	Shares	Sole	2024-12-05
2023-09-30	$319,999	40,050	-21.7%	Shares	Sole	2024-12-05
2023-06-30	$426,591	51,150	+5.1%	Shares	Sole	2024-12-04
2023-03-31	$295,305	48,650	+40.4%	Shares	Sole	2023-05-09
2022-12-31	$159,736	34,650	0.0%	Shares	Sole	2023-02-14
2022-09-30	$169,092	34,650	+8.6%	Shares	Sole	2022-11-10
2022-06-30	$168,113	31,900	+126.2%	Shares	Sole	2022-08-15
2022-03-31	$133,245	14,100	+33.0%	Shares	Sole	2022-05-16
2021-12-31	$167,586	10,600	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.