CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by CWM Advisors, 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): 61,796
Value: $1.11M
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of SOFI by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	61,796	$1.11M	<0.1%	+8,330+15.6%	Added	Holders
Q1 2026	53,466	$849.0K	<0.1%	+53,366+53,366.0%	Added	Holders
Q4 2025	100	$2.62K	<0.1%	+100	New	Holders