Herold Advisors, Inc.

SEC CIK: 0001891713
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Herold Advisors, Inc., 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 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2021

Holdings of SOFI by Herold Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−3,100−100.0%	Sold out	Holders
Q1 2022	3,100	$29.3K	<0.1%	+3,100	New	Holders
Q4 2021	0	$0	0.0%	−2,000−100.0%	Sold out	Holders
Q3 2021	2,000	$31.0K	<0.1%	–	No prior filing	Holders