Bloom Retirement Holdings Inc.

6 filings 1 distinct issuers Active 2023-10-11 → 2026-08-06

Track Record

Total filings

1 SCHEDULE 13D/A · 4 SCHEDULE · 1 SC

Distinct issuers

17% issuer diversity

Median stake

9.49%

2,223,815 avg shares

AI briefs cached

0/6

intent-classified filings

Backtested Performance · post-filing returns (split + dividend adjusted)

Median 30d

0.0%

across 4 filings · win rate 0%

Median 60d

0.0%

across 4 filings · win rate 0%

Median 90d

0.0%

across 4 filings · win rate 0%

Median 1y

0.0%

across 2 filings · win rate 0%

Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.

Filings · 6 total

Filed	Form	Issuer	Stake	Shares
2026-08-06	SCHEDULE 13D/A	Finance of America Companies Inc.FOA	9.49%	1,481,039	view →
2025-11-24	SCHEDULE	Finance of America Companies Inc.FOA	9.49%	1,995,608	view →
2025-09-16	SCHEDULE	Finance of America Companies Inc.FOA	9.49%	2,266,113	view →
2025-03-03	SCHEDULE	Finance of America Companies Inc.FOA	9.50%	2,622,448	view →
2025-01-13	SCHEDULE	Finance of America Companies Inc.FOA	9.49%	2,753,868	view →
2023-10-11	SC	Finance of America Companies Inc.FOA	—	—	view →

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