Bloom Retirement Holdings Inc.

13D and 13G Filings

13D/G filings: 13D on 2 securities
Location: Orange, CA
CIK: 0001466992
Alternate names: American Advisors Group
Form D filings: 4 filings
All SEC filings: View on sec.gov

Issuer	Symbol	CUSIP	% of Class	Shares	Form	Filed
Finance of America Companies Inc. 13D/A Amendment 17 FOA · 31738L206	FOA	31738L206	9.5%	1,481,039	13D/A Amendment 17	8/6/2026 Event 8/5/2026
Bloom Retirement Holdings Inc.			9.5%	1,481,039
Reza Jahangiri			9.5%	1,481,039
Finance of America Companies Inc. 13D/A Amendment 16 FOA · 31738L206	FOA	31738L206	9.5%	1,576,243	13D/A Amendment 16	5/8/2026 Event 5/6/2026
Bloom Retirement Holdings Inc.			9.5%	1,576,243
Reza Jahangiri			9.5%	1,576,243
Finance of America Companies Inc. 13D/A Amendment 15 FOA · 31738L206	FOA	31738L206	9.5%	1,576,243	13D/A Amendment 15	4/28/2026 Event 4/9/2026
Bloom Retirement Holdings Inc.			9.5%	1,576,243
Reza Jahangiri			9.5%	1,576,243
Finance of America Companies Inc. 13D/A Amendment 14 FOA · 31738L206	FOA	31738L206	9.5%	1,894,904	13D/A Amendment 14	12/30/2025 Event 12/23/2025
Bloom Retirement Holdings Inc.			9.5%	1,894,904
Reza Jahangiri			9.5%	1,894,904
Finance of America Companies Inc. 13D/A Amendment 13 FOA · 31738L206	FOA	31738L206	9.5%	1,995,608	13D/A Amendment 13	11/24/2025 Event 11/20/2025
Bloom Retirement Holdings Inc.			9.5%	1,995,608
Reza Jahangiri			9.5%	1,995,608
Finance of America Companies Inc. 13D/A Amendment 12 FOA · 31738L107	FOA	31738L107	9.5%	2,126,091	13D/A Amendment 12	10/15/2025 Event 10/10/2025
Bloom Retirement Holdings Inc.			9.5%	2,126,091
Reza Jahangiri			9.5%	2,126,091
Finance of America Companies Inc. 13D/A Amendment 11 FOA · 31738L107	FOA	31738L107	9.5%	2,266,113	13D/A Amendment 11	9/16/2025 Event 9/12/2025
Bloom Retirement Holdings Inc.			9.5%	2,266,113
Reza Jahangiri			9.5%	2,266,113
Finance of America Companies Inc. 13D/A Amendment 10 FOA · 31738L107	FOA	31738L107	9.5%	2,410,533	13D/A Amendment 10	8/8/2025 Event 8/6/2025
Bloom Retirement Holdings Inc.			9.5%	2,410,533
Reza Jahangiri			9.5%	2,410,533
Finance of America Companies Inc. 13D/A Amendment 9 FOA · 31738L107	FOA	31738L107	9.5%	2,544,545	13D/A Amendment 9	5/28/2025 Event 5/23/2025
Bloom Retirement Holdings Inc.			9.5%	2,544,545
Reza Jahangiri			9.5%	2,544,545
Finance of America Companies Inc. 13D/A Amendment 8 FOA · 31738L107	FOA	31738L107	9.5%	2,622,448	13D/A Amendment 8	3/19/2025 Event 3/17/2025
Bloom Retirement Holdings Inc.			9.5%	2,622,448
Reza Jahangiri			9.5%	2,622,448
Finance of America Companies Inc. 13D/A Amendment 7 FOA · 31738L107	FOA	31738L107	9.5%	2,622,448	13D/A Amendment 7	3/3/2025 Event 2/27/2025
Bloom Retirement Holdings Inc.			9.5%	2,622,448
Reza Jahangiri			9.5%	2,622,448
Finance of America Companies Inc. 13D/A Amendment 6 FOA · 31738L107	FOA	31738L107	9.5%	2,753,868	13D/A Amendment 6	1/13/2025 Event 1/8/2025
Bloom Retirement Holdings Inc.			9.5%	2,753,868
Reza Jahangiri			9.5%	2,753,868
Finance of America Companies Inc. 13D/A Amendment 5 FOA · 31738L107	FOA	31738L107	9.5%	2,880,151	13D/A Amendment 5	12/26/2024 Event 12/20/2024
Bloom Retirement Holdings Inc.			9.5%	2,880,151
Reza Jahangiri			9.5%	2,880,151

Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.