Bloomia Holdings, Inc. has 7 Schedule 13D or 13G filings on record since 2025-09-17. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Air T Inc | 33.7% | 1,605,264 | SCHEDULE 13D/A, 2026-04-06 | 2026-04-02 |
| BCCM Advisors, LLC | 10.4% | 495,898 | SCHEDULE 13G/A, 2026-04-06 | 2026-04-02 |
| Morgan Stanley | 5.9% | 280,953 | SCHEDULE 13G/A, 2026-05-07 | 2026-04-30 |
Purpose of Transaction (Item 4)
Air T Inc
The Reporting Persons purchased the Common Stock for investment purposes. The Reporting Persons may in the future acquire additional shares of Common Stock of the Company or dispose of some or all of the shares of Common Stock of the Company held by them in open-market transactions or privately negotiated transactions, on such terms and at such times as the Reporting Persons may deem advisable, subject to applicable law. The Reporting Persons may engage in short selling or hedging or similar transactions with respect to the shares of Common Stock, on such terms and at such times as the Reporting Persons may deem advisable, subject to applicable law. On August 15, 2024, the Issuer entered into a Delayed Draw Term Note with Air T in the principal amount of $2.500,000. Pursuant to the terms of the Note, the Issuer may request from time to time prior to August 15, 2026, and Air T, may make one or more loans. The loans are solely to be used to (i) fund the operations and growth of the Issuer's business and (ii) pay transaction fees and expenses related to the note. The entire principal amount outstanding on the loans, together with accrued and unpaid interest thereon is due and payable in full on the earlier of (i) August 15, 2029, (ii) Issuer's receipt of a written demand by Air T delivered on or after February 15, 2026. and (iii) such earlier date as all principal owing thereunder becomes due and payable by acceleration or otherwise (the "Maturity Date"). The Borrower may …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-04-06; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-09-17 | Air T Inc | 27.5% | SCHEDULE 13D/A |
| 2025-10-15 | BCCM Advisors, LLC | 8.9% | SCHEDULE 13G |
| 2026-02-12 | Morgan Stanley | 6% | SCHEDULE 13G |
| 2026-03-06 | Morgan Stanley | 12.6% | SCHEDULE 13G/A |
| 2026-04-06 | Air T Inc | 33.7% | SCHEDULE 13D/A |
| 2026-04-06 | BCCM Advisors, LLC | 10.4% | SCHEDULE 13G/A |
| 2026-05-07 | Morgan Stanley | 5.9% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.