Position in OMF
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$236,990
+$32,605 QoQ
Shares Held
3,887
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#355
of 519 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in OMF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $14,463,330 across 6 Credit Services names. OMF ranks #5 (1.6% of the industry book) .
All Filings in OMF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,990 | 3,887 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $204,385 | 3,821 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $49,191 | 863 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $31,225 | 599 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $31,442 | 668 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||