Acumen Wealth Advisors, LLC

SEC CIK: 0001939202
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Acumen Wealth 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): 315
Value: $5.65K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of SOFI by Acumen Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	315	$5.65K	<0.1%	+315	New	Holders
Q1 2026	0	$0	0.0%	−105−100.0%	Sold out	Holders
Q4 2025	105	$2.75K	<0.1%	–	No prior filing	Holders