Garden State Investment Advisory Services LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1965351
Red Bank, NJ
Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$296,849
+$34,734 QoQ
Shares Held
16,556
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#539
of 913 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Jun 30, 2026CallValue
$537,900
CallShares
30,000
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, 2026Garden State Investment Advisory Services LLC holds $1,851,160 across 5 Credit Services names. SOFI ranks #3 (16.0% of the industry book) .
All Filings in SOFI
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,849 | 16,556 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $537,900 | 30,000 | Call | Sole | 2026-08-11 | |
| 2026-03-31 | $262,115 | 16,506 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $198,500 | 12,500 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $319,553 | 12,206 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $333,050 | 12,606 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $263,589 | 14,475 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $91,050 | 5,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $176,252 | 15,155 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $2,558 | 220 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $212,905 | 13,825 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,144 | 400 | Call | Sole | 2024-12-10 | |
| 2024-09-30 | $121,830 | 15,500 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $105,760 | 16,000 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $1,507 | 228 | Call | Sole | 2024-08-13 | |
| 2024-06-30 | $39 | 6 | Put | Sole | 2024-08-13 | |
| 2024-03-31 | $116,435 | 15,950 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $12,118 | 1,660 | Call | Sole | 2024-05-14 | |
| 2023-12-31 | $150,473 | 15,123 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $109,450 | 11,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $63,121 | 7,900 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $23,970 | 3,000 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $132,618 | 16,598 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $137,801 | 16,523 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $90,072 | 10,800 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $150,120 | 18,000 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $412,760 | 68,000 | Call | Sole | 2023-05-11 | |
| 2023-03-31 | $235,959 | 38,873 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $207,523 | 45,016 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $239,720 | 52,000 | Call | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||