TWIN PEAKS WEALTH ADVISORS, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2006218
BURLINGAME, CA
Position in SOFI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,064
-$851 QoQ
Shares Held
193
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,064 | 193 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $3,915 | 215 | Shares | Sole | 2025-08-13 | |
| 2024-06-30 | $79,300 | 11,997 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $80,278 | 10,997 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $109,420 | 10,997 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||