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OLIO Financial Planning: AEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OLIO Financial Planning on AEG, newest first. How the timeline and the estimate are built.

OLIO Financial Planning held 71,009 AEG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,009 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $599,316.

    13F-HR 0001906766-26-000003 filed by OLIO Financial Planning
    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 71,009 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $515,526.

    13F-HR 0001906766-26-000002 filed by OLIO Financial Planning
    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 71,009 shares
    Change vs previous 13F -13,140 shares

    0.15% of the 13F portfolio, value $547,480.

    13F-HR 0001906766-26-000001 filed by OLIO Financial Planning
    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 84,149 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $672,351.

    13F-HR 0001906766-25-000002 filed by OLIO Financial Planning
    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 84,149 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $609,239.

    13F-HR 0001085146-25-003673 filed by OLIO Financial Planning
    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 84,149 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $554,542.

    13F-HR 0001085146-25-002064 filed by OLIO Financial Planning
    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 84,149 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $495,638.

    13F-HR 0001085146-25-000386 filed by OLIO Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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