Position in SOFI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,446
-$2,360 QoQ
Shares Held
280
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CURIO WEALTH, LLC holds $342,403 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
998 | $342,403 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,446 | 280 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,806 | 260 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,869 | 260 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,734 | 260 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $11 | 1 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $15,400 | 1,000 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||