Investor Bloom Retirement Holdings Inc.
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Bloom Retirement Holdings Inc. . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

Date Form Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2025-08-08 13D/A 2,410,533
2025-05-28 13D/A 2,544,545
2025-03-19 13D/A 2,622,448
2025-03-03 13D/A 2,622,448
2025-01-13 13D/A 3,025,614 2,753,868
2024-12-26 13D/A 3,025,614 2,880,151
2024-12-11 13D/A FOA / Finance of America Companies Inc. 3,205,527 3,025,614
2024-11-21 13D/A FOA / Finance of America Companies Inc. 33,893,666 3,205,527
2024-01-16 13D/A FOA / Finance of America Companies Inc. 33,893,666
2023-10-11 13D/A FOA / Finance of America Companies Inc. 33,893,666
2023-04-10 13D FOA / Finance of America Companies Inc. 33,893,666