Cranbrook Wealth Management, LLC

SEC CIK: 0001599084
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Cranbrook Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q2 2026): 29
Value: $520
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2023

Holdings of SOFI by Cranbrook Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29	$520	<0.1%	00.0%	Unchanged	Holders
Q1 2026	29	$461	<0.1%	+29	New	Holders
Q1 2024	0	$0	0.0%	−165−100.0%	Sold out	Holders
Q4 2023	165	$1.64K	<0.1%	+165	New	Holders