Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$195,437
+$22,345 QoQ
Shares Held
10,900
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#629
of 912 holders
Holding Since
Mar 2025
6 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, 2026Horizon Wealth Management, LLC holds $1,258,931 across 3 Credit Services names. SOFI ranks #3 (15.5% of the industry book) .
All Filings in SOFI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,437 | 10,900 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $173,092 | 10,900 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $285,362 | 10,900 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $287,978 | 10,900 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $198,489 | 10,900 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $127,697 | 10,980 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||