Gilliland Jeter Wealth Management LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2009886
LITTLE ROCK, AR
Position in SOFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$206,195
+$23,575 QoQ
Shares Held
11,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#616
of 913 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Gilliland Jeter Wealth Management LLC holds $5,662,151 across 5 Credit Services names. SOFI ranks #5 (3.6% of the industry book) .
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,195 | 11,500 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $182,620 | 11,500 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $301,070 | 11,500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $303,830 | 11,500 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $209,415 | 11,500 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $133,745 | 11,500 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $177,100 | 11,500 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $47,160 | 6,000 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||