Bloom Retirement Holdings Inc.

5 filings 1 distinct issuers Active 2023-10-11 → 2025-11-24

Track Record

Total filings

4 SCHEDULE · 1 SC

Distinct issuers

20% issuer diversity

Median stake

9.49%

2,409,509 avg shares

AI briefs cached

0/5

intent-classified filings

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

Median 30d

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across 0 filings · win rate —

Median 60d

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across 0 filings · win rate —

Median 90d

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across 0 filings · win rate —

Median 1y

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across 0 filings · win rate —

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 · 5 total

Filed	Form	Issuer	Stake	Shares
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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