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IHT Wealth Management, LLC

SEC CIK
0001697490
Latest filing
Aug 14, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by IHT 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 overviewAll 13F holders of SOFIFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2022
Holdings of SOFI by IHT Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−16,725−100.0%Sold outHolders
Q1 202616,725$265.6K<0.1%+1,667+11.1%AddedHolders
Q4 202515,058$394.2K<0.1%+2,104+16.2%AddedHolders
Q3 202512,954$342.2K<0.1%+12,954NewHolders
Q3 20230$00.0%−13,789−100.0%Sold outHolders
Q2 202313,789$115.0K<0.1%−11,631−45.8%ReducedHolders
Q1 202325,420$154.3K<0.1%−631−2.4%ReducedHolders
Q4 202226,051$120.1K<0.1%+2,278+9.6%AddedHolders
Q3 202223,773$116.0K<0.1%+23,773NewHolders