Position in OMF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$283,937
+$34,942 QoQ
Shares Held
4,657
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#325
of 519 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OMF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $3,205,728 across 5 Credit Services names. OMF ranks #4 (8.9% of the industry book) .
All Filings in OMF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,937 | 4,657 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $248,995 | 4,655 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $311,405 | 4,610 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $258,135 | 4,572 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||