HIGHLINE WEALTH PARTNERS LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2042654
SHERMAN OAKS, CA
Position in SOFI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,406
+$389 QoQ
Shares Held
190
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#832
of 913 holders
Holding Since
Mar 2025
6 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $2,504,410 across 11 Credit Services names. SOFI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
6,254 | $2,115,415 | |
| 2 | V |
Visa Inc.
|
550 | $188,699 | |
| 3 | MA |
Mastercard Inc
|
205 | $105,288 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
771 | $33,291 | |
| 5 | SYF |
Synchrony Financial
|
312 | $23,727 | |
| 6 | COF |
Capital One Financial Corp
|
104 | $20,864 | |
| 7 | SLM |
SLM Corp
|
344 | $8,923 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
190 | $3,406 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,406 | 190 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,017 | 190 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $5,471 | 209 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,019 | 190 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,459 | 190 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,209 | 190 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||