IHT Wealth Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1697490 Chicago, IL

Position in SOFI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$265,593

-$128,625 QoQ

Shares Held

16,725

+11.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

7 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

IHT Wealth Management, LLC holds $25,954,730 across 5 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	33,898	$11,630,064
2	MA	Mastercard Inc	10,510	$5,397,936
3	AXP	American Express Co	15,430	$5,219,197
4	FCFS	FirstCash Holdings, Inc.	11,697	$2,530,295
5	COF	Capital One Financial Corp	5,868	$1,177,238

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$265,593	16,725	+11.1%	Shares	Sole	2026-05-15
2025-12-31	$394,218	15,058	+16.2%	Shares	Sole	2026-02-17
2025-09-30	$342,244	12,954	-6.1%	Shares	Sole	2025-11-14
2023-06-30	$115,000	13,789	-45.8%	Shares	Sole	2023-08-15
2023-03-31	$154,299	25,420	-2.4%	Shares	Sole	2023-05-15
2022-12-31	$120,095	26,051	+9.6%	Shares	Sole	2023-02-15
2022-09-30	$116,012	23,773	—	Shares	Sole	2022-11-22
No filing history on record for this holder in this stock.