Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$0
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Jun 30, 2026CallValue
$5,379
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Delos Wealth Advisors, LLC holds $78,656 across 4 Credit Services names.
All Filings in SOFI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,379 | 300 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $4,764 | 300 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $7,854 | 300 | Call | Sole | 2026-02-17 | |
| 2024-12-31 | $1,925 | 125 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $982 | 125 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $826 | 125 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $912 | 125 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,243 | 125 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $998 | 125 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,042 | 125 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $758 | 125 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $576 | 125 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $610 | 125 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $658 | 125 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||