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Focus Partners Wealth: OMF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on OMF, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 74,249 OMF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,249 shares
    Change vs previous 13F +31,327 shares

    <0.01% of the 13F portfolio, value $4,527,023.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 57,106 shares
    • Focus Partners Advisor Solutions, LLC: 17,143 shares

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

  2. period ended2026-03-31
    13F 42,922 shares
    Change vs previous 13F +10,271 shares

    <0.01% of the 13F portfolio, value $2,295,916.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33,446 shares
    • Focus Partners Advisor Solutions, LLC: 9,476 shares

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

  3. period ended2025-12-31
    13F 32,651 shares
    Change vs previous 13F +15,733 shares

    <0.01% of the 13F portfolio, value $2,142,881.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 24,410 shares
    • Focus Partners Advisor Solutions, LLC: 8,241 shares

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

  4. period ended2025-09-30
    13F 16,918 shares
    Change vs previous 13F +7,751 shares

    <0.01% of the 13F portfolio, value $964,939.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,802 shares
    • Focus Partners Advisor Solutions, LLC: 5,116 shares

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

  5. period ended2025-06-30
    13F 9,167 shares
    Change vs previous 13F +430 shares

    <0.01% of the 13F portfolio, value $522,529.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 8,737 shares
    Change vs previous 13F +4,277 shares

    <0.01% of the 13F portfolio, value $427,052.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 4,460 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $232,492.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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