Game Plan Financial Advisors, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1802952
WESTLAKE, OH
Position in SOFI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$20,171
+$3,894 QoQ
Shares Held
1,125
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#737
of 913 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Game Plan Financial Advisors, LLC holds $5,693,380 across 6 Credit Services names. SOFI ranks #3 (0.4% of the industry book) .
All Filings in SOFI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,171 | 1,125 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,277 | 1,025 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $28,012 | 1,070 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $26,420 | 1,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $94,692 | 5,200 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $86,643 | 7,450 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $126,280 | 8,200 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $56,592 | 7,200 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $47,592 | 7,200 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $56,940 | 7,800 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $79,102 | 7,950 | Shares | Sole | 2024-04-12 | |
| 2022-12-31 | $326,849 | 70,900 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $214,720 | 44,000 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $122,791 | 23,300 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $202,230 | 21,400 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||