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Curio Wealth, LLC

SEC CIK
0002049201
Latest filing
Aug 7, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Curio Wealth, LLC, 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 Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2024
Holdings of SOFI by Curio Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−280−100.0%Sold outHolders
Q1 2026280$4.45K<0.1%+20+7.7%AddedHolders
Q4 2025260$7.14K<0.1%00.0%UnchangedHolders
Q3 2025260$6.87K<0.1%00.0%UnchangedHolders
Q2 2025260$4.74K<0.1%+259+25,900.0%AddedHolders
Q1 20251$15.4K<0.1%−999−99.9%ReducedHolders
Q4 20241,000$15.4K<0.1%–No prior filingHolders