Current Market Value 458,577,200
Current Holdings 1080
Most Recent File Date 2025-04-30
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sofos Investments, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-04-30 2025-03-31 13F-HR 1080 458,577
2024-08-06 2024-06-30 13F-HR 1429 400,433
2024-06-26 2024-03-31 13F-HR/A 1 N 1114 355,457
2024-05-13 2024-03-31 13F-HR 1938 390,189
2024-06-26 2023-12-31 13F-HR/A 1 N 1226 355,942
2024-02-15 2023-12-31 13F-HR 1230 9,075,040
2023-11-16 2023-09-30 13F-HR 1231 9,074,989
2023-08-09 2023-06-30 13F-HR 1639 36,741
2023-05-12 2023-03-31 13F-HR 1128 3,247
2023-02-15 2022-12-31 13F-HR 1402 19,166
2022-11-03 2022-09-30 13F-HR 842 2,958
2022-08-05 2022-06-30 13F-HR 729 3,217
2022-05-13 2022-03-31 13F-HR 901 3,566
2022-02-11 2021-12-31 13F-HR 965 4,428
2021-11-12 2021-09-30 13F-HR 951 212
2021-08-11 2021-06-30 13F-HR 973 279
2021-05-17 2021-03-31 13F-HR 756 4,888
2021-02-16 2020-12-31 13F-HR 727 109,211
2020-08-13 2020-06-30 13F-HR 18 326
2020-05-12 2020-03-31 13F-HR 1170 32,313
2020-02-28 2019-12-31 13F-HR 1414 145,167
2019-10-15 2019-09-30 13F-HR 1644 116,170
2019-07-26 2019-06-30 13F-HR 1653 121,860
2019-04-19 2019-03-31 13F-HR 1670 123,634
2018-10-31 2018-09-30 13F-HR 1652 95,526
2018-08-14 2018-06-30 13F-HR 1615 106,655
2018-05-23 2018-03-31 13F-HR 1580 97,702