Global Wealth Strategies & Associates
Position in SOFI — SoFi Technologies, Inc.
CIK 1912297
DENVER, CO
Position in SOFI
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$2,524
+$1,970 QoQ
Shares Held
159
+341.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Global Wealth Strategies & Associates holds $4,007,977 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,682 | $4,007,977 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,524 | 159 | Shares | Sole | 2026-04-03 | |
| 2024-12-31 | $554 | 36 | Shares | Sole | 2025-01-02 | |
| No filing history on record for this holder in this stock. | ||||||