Intentional Wealth Strategies, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2119881
COLORADO SPRINGS, CO
Position in SOFI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,874
New position
Shares Held
181
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in SOFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,874 | 181 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||