Position in SOFI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$23,820
+$16,748 QoQ
Shares Held
1,500
+40.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Opal Wealth Advisors, LLC holds $2,679,308 across 3 Credit Services names.
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,820 | 1,500 | Shares | Sole | 2026-04-14 | |
| 2024-06-30 | $7,072 | 1,070 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||