Alta Wealth Advisors LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1843826 Woburn, MA

Position in SOFI

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,050,430

-$681,324 QoQ

Shares Held

66,148

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Alta Wealth Advisors LLC holds $1,878,653 across 3 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,293	$1,129,795
2	AXP	American Express Co	1,148	$388,311
3	MA	Mastercard Inc	702	$360,547

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,050,430	66,148	0.0%	Shares	Sole	2026-05-05
2025-12-31	$1,731,754	66,148	+0.3%	Shares	Sole	2026-02-03
2025-09-30	$1,742,900	65,969	-1.9%	Shares	Sole	2025-11-03
2025-03-31	$781,756	67,219	-4.9%	Shares	Sole	2025-04-24
2024-12-31	$1,089,072	70,719	0.0%	Shares	Sole	2025-01-23
2024-09-30	$555,851	70,719	+33.6%	Shares	Sole	2024-10-18
2024-06-30	$349,992	52,949	-0.9%	Shares	Sole	2024-07-24
2024-03-31	$390,177	53,449	0.0%	Shares	Sole	2024-05-01
2023-12-31	$531,817	53,449	-1.3%	Shares	Sole	2024-02-12
2023-09-30	$432,650	54,149	-5.5%	Shares	Sole	2023-10-19
2023-06-30	$477,873	57,299	-3.4%	Shares	Sole	2023-07-17
2023-03-31	$359,944	59,299	0.0%	Shares	Sole	2023-04-21
2022-12-31	$273,368	59,299	-25.3%	Shares	Sole	2023-01-20
2022-09-30	$387,467	79,399	-5.9%	Shares	Sole	2022-10-17
2022-06-30	$444,782	84,399	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.