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WBI INVESTMENTS, LLC: OMF position timeline

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

WBI INVESTMENTS, LLC held 40,444 OMF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,444 shares
    Change vs previous 13F +18,587 shares

    0.61% of the 13F portfolio, value $2,465,871.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 21,857 shares
    Change vs previous 13F -7,753 shares

    0.32% of the 13F portfolio, value $1,169,130.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 21,857 shares
    • MILLINGTON SECURITIES, LLC: 21,857 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 29,610 shares
    Change vs previous 13F -452 shares

    0.52% of the 13F portfolio, value $2,000,155.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 30,062 shares
    Change vs previous 13F -10,123 shares

    0.43% of the 13F portfolio, value $1,697,300.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 40,185 shares
    Change vs previous 13F +22,364 shares

    0.59% of the 13F portfolio, value $2,290,545.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    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 17,821 shares
    Change vs previous 13F -4,304 shares

    0.23% of the 13F portfolio, value $871,090.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    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 22,125 shares
    Change vs previous 13F +4,972 shares

    0.29% of the 13F portfolio, value $1,153,376.

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,153 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $807,391.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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