Keebeck Wealth Management, LLC

SEC CIK: 0001803675
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Keebeck 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 (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of SOFI by Keebeck Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−10,000−100.0%	Sold out	Holders
Q3 2024	10,000	$78.6K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	10,000	$66.1K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	10,000	$73.0K	<0.1%	+10,000	New	Holders