OPFI — OPPFI INC

Ownership history in Diversify Advisory Services, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in OPPFI INC (OPFI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q3)
Avg. % of fund
0.06%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 65,039 -256,597 -79.8% 0.02% $645K $10.46
2025 Q3 ADDED 321,636 +159,895 +98.9% 0.11% $3.2M $11.33
2025 Q2 ADDED 161,741 +105,741 +188.8% 0.07% $1.7M $13.99
2025 Q1 INITIATED 56,000 — — 0.03% $531K $9.02
% of Fund (quarterly)    OPFI price (monthly, adj. close)

Other funds also holding OPFI

As of 2025 Q4 — sorted by position size

LB Partners LLC 4.83% GLOBEFLEX CAPITAL L P 3Y 7Y 0.54% SHERBROOKE PARK ADVISERS LLC 3Y 0.44% PDT Partners, LLC 3Y 7Y 0.22% TCFG WEALTH MANAGEMENT, LLC 0.06% GPS Wealth Strategies Group, LLC 3Y 0.04% Trexquant Investment LP 3Y 7Y 0.04% AXQ CAPITAL, LP 3Y 0.04% WCG Wealth Advisors LLC 3Y 0.03% DARK FOREST CAPITAL MANAGEMENT LP 3Y 0.02%
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