Position in SOFI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$263,463
+$159,118 QoQ
Shares Held
14,694
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#566
of 912 holders
Holding Since
Jun 2024
2 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, 2026Tempus Wealth Planning, LLC holds $2,379,903 across 3 Credit Services names. SOFI ranks #3 (11.1% of the industry book) .
All Filings in SOFI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,463 | 14,694 | Shares | Sole | 2026-07-22 | |
| 2024-06-30 | $104,345 | 15,786 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||