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Wellington Trust Company, NA filed an amended ownership report for OppFi Inc. common stock. It reports beneficial ownership of 1,613,235 shares, representing 1.89% of the class as of June 30, 2026. Wellington Trust has shared voting and dispositive power over all reported shares, with no sole voting or dispositive power. The shares are owned of record by its advisory clients, who are entitled to dividends and sale proceeds. No individual client is reported to hold more than five percent of OppFi’s common stock through these arrangements.
Key Figures
Beneficially owned shares:1,613,235 sharesPercent of class:1.89%Shared voting power:1,613,235 shares+1 more
4 metrics
Beneficially owned shares1,613,235 sharesOppFi Inc. common stock beneficially owned by Wellington Trust Company, NA as of June 30, 2026
Percent of class1.89%Portion of OppFi Inc. common stock class reported as beneficially owned
Shared voting power1,613,235 sharesShares over which Wellington Trust has shared power to vote or direct the vote
Shared dispositive power1,613,235 sharesShares over which Wellington Trust has shared power to dispose or direct disposition
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting powerfinancial
"Shared power to vote or to direct the vote: 1,613,235"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive powerfinancial
"Shared power to dispose or to direct the disposition of: 1,613,235"
investment adviserfinancial
"filed by Wellington Trust Company, NA, in its capacity as investment adviser"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What percentage of OppFi Inc. (OPFI) does Wellington Trust currently report owning?
Wellington Trust Company, NA reports beneficial ownership of 1.89% of OppFi Inc. common stock. This stake equals 1,613,235 shares as of June 30, 2026, held across its investment advisory clients.
How many OppFi Inc. (OPFI) shares are reported by Wellington Trust?
Wellington Trust reports beneficial ownership of 1,613,235 OppFi common shares. These shares are owned of record by its advisory clients, over which Wellington has shared voting and dispositive power but no sole authority.
Does Wellington Trust have sole or shared voting power over OppFi (OPFI) shares?
Wellington Trust reports 0 shares with sole voting power and 1,613,235 shares with shared voting power. It also has shared dispositive power over the same number of shares and no sole dispositive power.
Who actually owns the OppFi (OPFI) shares reported by Wellington Trust?
The OppFi shares are owned of record by clients of Wellington Trust Company, NA. Those clients have rights to dividends and sale proceeds, while Wellington reports beneficial ownership as investment adviser.
Does any Wellington Trust client hold over 5% of OppFi (OPFI) shares?
No. Wellington Trust states that no single client is known to have the right to dividends or sale proceeds for more than five percent of OppFi’s common stock through these holdings.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
OppFi Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
(CUSIP Number)
06/30/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP No.
1
Names of Reporting Persons
Wellington Trust Company, NA
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,613,235.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,613,235.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,613,235.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
1.9 %
12
Type of Reporting Person (See Instructions)
BK
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
OppFi Inc.
(b)
Address of issuer's principal executive offices:
130 E. Randolph Street, Suite 3400, Chicago IL 60601
Item 2.
(a)
Name of person filing:
Wellington Trust Company, NA
(b)
Address or principal business office or, if none, residence:
c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
(c)
Citizenship:
United States
(d)
Title of class of securities:
Common Stock
(e)
CUSIP No.:
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
1,613,235
(b)
Percent of class:
1.89 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
1,613,235
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
1,613,235
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The securities as to which this Schedule is filed by Wellington Trust Company, NA, in its capacity as investment adviser, are owned of record by clients of Wellington Trust Company, NA. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows:
Not Applicable.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
