Future Financial Wealth Managment LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1801892
CINCINNATI, OH
Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$206,195
+$23,575 QoQ
Shares Held
11,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#615
of 913 holders
Holding Since
Dec 2021
11 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, 2026Future Financial Wealth Managment LLC holds $755,482 across 2 Credit Services names. SOFI ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,601 | $549,287 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
11,500 | $206,195 |
All Filings in SOFI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,195 | 11,500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $182,620 | 11,500 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $327,250 | 12,500 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $330,250 | 12,500 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $264,045 | 14,500 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $157,005 | 13,500 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $207,900 | 13,500 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $118,764 | 15,110 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $37,303 | 5,110 | Shares | Sole | 2024-04-15 | |
| 2022-03-31 | $35,532 | 3,760 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $55,493 | 3,510 | Shares | Sole | 2022-01-07 | |
| No filing history on record for this holder in this stock. | ||||||