IMG Wealth Management, Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 2032103 JACKSONVILLE, FL

Position in SOFI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$89

New position

Shares Held

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#902

of 912 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IMG Wealth Management, Inc. holds $420,455 across 7 Credit Services names. SOFI ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	619	$212,372
2	AXP	American Express Co	507	$171,492
3	MA	Mastercard Inc	46	$23,625
4	COF	Capital One Financial Corp	63	$12,639
5	SYF	Synchrony Financial	2	$152
6	SOFI	SoFi Technologies, Inc. This page	5	$89
7	PYPL	PayPal Holdings, Inc.	2	$86

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89	5	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.