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Capital World Investors: OLLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital World Investors on OLLI, newest first. How the timeline and the estimate are built.

Capital World Investors held 714,280 OLLI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 714,280 shares
    Change vs previous 13F +18,816 shares

    0.01% of the 13F portfolio, value $54,913,846.

    13F-HR 0001422849-26-000113 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 695,464 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $64,010,507.

    13F-HR 0001422849-26-000046 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 695,464 shares
    Change vs previous 13F +301,332 shares

    0.01% of the 13F portfolio, value $76,229,809.

    13F-HR 0001422849-26-000010 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 394,132 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $50,606,549.

    13F-HR 0001422849-25-000069 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 394,132 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $51,938,715.

    13F-HR 0001422848-25-000151 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 394,132 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $45,861,200.

    13F-HR 0000732812-25-000016 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 394,132 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $43,248,104.

    13F-HR 0001422848-25-000012 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 394,132 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $38,309,630.

    13F-HR 0000017283-24-000032 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).