Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$597,553
+$129,935 QoQ
Shares Held
33,327
+13.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#413
of 913 holders
Holding Since
Jun 2024
9 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, 2026WEALTHSPAN PARTNERS, LLC holds $835,657 across 2 Credit Services names. SOFI ranks #1 (71.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
33,327 | $597,553 | |
| 2 | V |
Visa Inc.
|
694 | $238,104 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,553 | 33,327 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $467,618 | 29,447 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $494,828 | 18,901 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $487,475 | 18,451 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $397,087 | 21,806 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $251,335 | 21,611 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $304,319 | 19,761 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $134,531 | 17,116 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $73,476 | 11,116 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||