Prosperity Wealth Management, Inc.
- SEC CIK
- 0001991463
- Latest filing
- Mar 27, 2026
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Prosperity Wealth Management, Inc., 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 Q4 2025 holdings
- Shares (Q4 2025)
- 19,900
- Value
- $521.0K
- % of portfolio
- 0.2%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 19,900 | $521.0K | 0.2% | +805+4.2% | Added | Holders |
| Q3 2025 | 19,095 | $504.5K | 0.2% | +2,315+13.8% | Added | Holders |
| Q2 2025 | 16,780 | $305.6K | 0.1% | +5,555+49.5% | Added | Holders |
| Q1 2025 | 11,225 | $130.5K | 0.1% | −9,825−46.7% | Reduced | Holders |
| Q4 2024 | 21,050 | $324.2K | 0.1% | −2,800−11.7% | Reduced | Holders |
| Q3 2024 | 23,850 | $187.5K | 0.1% | +23,850 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −31,050−100.0% | Sold out | Holders |
| Q4 2023 | 31,050 | $308.9K | 0.2% | +31,050 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −20,500−100.0% | Sold out | Holders |
| Q2 2023 | 20,500 | $171.0K | 0.1% | +20,500 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −17,542−100.0% | Sold out | Holders |
| Q4 2022 | 17,542 | $80.9K | 0.1% | – | No prior filing | Holders |