Sarver Vrooman Wealth Advisors
Position in SOFI — SoFi Technologies, Inc.
CIK 2076215
KANSAS CITY, MO
Position in SOFI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$717
+$82 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#876
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, 2026Sarver Vrooman Wealth Advisors holds $82,708 across 3 Credit Services names. SOFI ranks #3 (0.9% of the industry book) .
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717 | 40 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $635 | 40 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,047 | 40 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $1,056 | 40 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $728 | 40 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $465 | 40 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||