Wellington Trust reports 5.53% stake in OppFi

OppFi Inc. ownership disclosure: Wellington Trust Company reports beneficial ownership of 1,462,035 shares of Common Stock, representing 5.53% of the class, with shared voting and shared dispositive power over those shares.

Rhea-AI Filing Summary

OppFi Inc. ownership disclosure: Wellington Trust Company reports beneficial ownership of 1,462,035 shares of Common Stock, representing 5.53% of the class, with shared voting and shared dispositive power over those shares. The filing is signed by an authorized person and dated 05/15/2026.

Insights

Shareholder Governance Analyst

Wellington Trust reports a >5% passive stake held for clients.

The Schedule 13G lists 1,462,035 shares and 5.53% beneficial ownership, with both shared voting and shared dispositive power. The filing states these shares are record-owned by clients of Wellington Trust Company, NA.

Ownership is disclosed as passive in form 13G context; subsequent filings could show changes in voting status or percentage.

Key Figures

Beneficial ownership: 1,462,035 shares Percent of class: 5.53% Shared voting power: 1,462,035 shares +1 more

4 metrics

Beneficial ownership 1,462,035 shares Common Stock reported on Schedule 13G

Percent of class 5.53% Percent of Common Stock beneficially owned

Shared voting power 1,462,035 shares Shared power to vote or direct the vote

Shared dispositive power 1,462,035 shares Shared power to dispose or direct disposition

Key Terms

Schedule 13G, Beneficial ownership, Dispositive power

3 terms

Schedule 13G regulatory

"Item 1: Name of issuer: OppFi Inc.; form header"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

Beneficial ownership financial

"Item 4: Amount beneficially owned: 1,462,035"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Dispositive power governance

"Item 4: Shared power to dispose or to direct the disposition: 1,462,035"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Wellington Trust report in OppFi (OPFI)?

Wellington Trust reports beneficial ownership of 1,462,035 shares, equal to 5.53% of OppFi's Common Stock. The filing shows shared voting and dispositive power over those shares and is dated 05/15/2026.

Who legally holds the OppFi shares reported by Wellington Trust?

The shares are owned of record by clients of Wellington Trust Company, NA. Wellington Trust filed in its capacity as investment adviser and indicates client ownership and shared powers over the 1,462,035 shares.

Does Wellington Trust claim sole voting or dispositive power for OPFI shares?

No. The filing states 0 shares with sole voting or sole dispositive power, and 1,462,035 shares with shared voting and shared dispositive power, reflecting advisory control rather than sole control.

When was the Schedule 13G for OppFi signed and by whom?

The Schedule 13G is signed by Matthew N. Shea as an Authorized Person and dated 05/15/2026. The filing identifies Wellington Trust Company and provides its address via Wellington Management Company LLP.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/15/2026 - 08:01 AM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

OppFi Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

68386H103

(CUSIP Number)

03/31/2026

(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 Number(s): 68386H103

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 1,462,035.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,462,035.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,462,035.00

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)

5.5 %

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 Number(s): 68386H103
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: 1,462,035
(b)	Percent of class: 5.53 %
(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: 1,462,035
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 1,462,035
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
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:
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.

Wellington Trust Company, NA

Signature:	Matthew N. Shea
Name/Title:	Authorized Person
Date:	05/15/2026