Global Assets Advisory, LLC

SEC CIK: 0001942932
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Global Assets Advisory, 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): 11,725
Value: $218.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of SOFI by Global Assets Advisory, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,725	$218.5K	<0.1%	+4,300+57.9%	Added	Holders
Q1 2026	7,425	$117.9K	<0.1%	+7,425	New	Holders
Q2 2025	0	$0	0.0%	−19,355−100.0%	Sold out	Holders
Q1 2025	19,355	$209.8K	<0.1%	+19,355	New	Holders