Wiser Advisor Group LLC

SEC CIK: 0002011550
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Wiser Advisor Group 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 (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of SOFI by Wiser Advisor Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−293−100.0%	Sold out	Holders
Q2 2024	293	$1.94K	<0.1%	−297−50.3%	Reduced	Holders
Q1 2024	590	$4.31K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	590	$5.87K	<0.1%	–	No prior filing	Holders