Western Wealth Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1767902 GOLDEN, CO

Position in SOFI

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$110,318

-$203,478 QoQ

Shares Held

6,947

-85.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Western Wealth Management, LLC holds $25,412,183 across 6 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	40,403	$13,861,864
2	MA	Mastercard Inc	12,547	$6,444,139
3	AXP	American Express Co	9,397	$3,178,535
4	COF	Capital One Financial Corp	7,463	$1,497,227
5	SYF	Synchrony Financial	2,961	$225,184
6	PYPL	PayPal Holdings, Inc.	4,753	$205,234

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$110,318	6,947	-85.4%	Shares	Sole	2026-05-19
2024-06-30	$313,796	47,473	+1.6%	Shares	Sole	2024-07-19
2024-03-31	$340,990	46,711	+120.9%	Shares	Sole	2024-05-03
2023-09-30	$168,988	21,150	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.