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Daner Wealth Management, LLC: OMFL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daner Wealth Management, LLC on OMFL, newest first. How the timeline and the estimate are built.

Daner Wealth Management, LLC held 220,990 OMFL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,990 shares
    Change vs previous 13F -4,486 shares

    8.56% of the 13F portfolio, value $15,783,095.

    13F-HR 0001956649-26-000003 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 225,476 shares
    Change vs previous 13F -23,552 shares

    8.9% of the 13F portfolio, value $15,136,222.

    13F-HR 0001956649-26-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 249,028 shares
    Change vs previous 13F +5,129 shares

    9.65% of the 13F portfolio, value $15,760,956.

    13F-HR 0001956649-26-000001 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 243,899 shares
    Change vs previous 13F -675 shares

    9.55% of the 13F portfolio, value $14,711,988.

    13F-HR 0001956649-25-000006 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 244,574 shares
    Change vs previous 13F -42,387 shares

    9.99% of the 13F portfolio, value $14,490,984.

    13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 286,961 shares
    Change vs previous 13F not available

    11.89% of the 13F portfolio, value $16,213,311.

    13F-HR 0001956649-25-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).