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Disclosery

OLIO Financial Planning: BRK-B position timeline

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

OLIO Financial Planning held 1,891 BRK-B 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 1,891 shares
    Change vs previous 13F -22 shares

    0.23% of the 13F portfolio, value $946,238.

    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 1,913 shares
    Change vs previous 13F -36 shares

    0.25% of the 13F portfolio, value $916,710.

    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 1,949 shares
    Change vs previous 13F -83 shares

    0.27% of the 13F portfolio, value $979,665.

    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 2,032 shares
    Change vs previous 13F -9 shares

    0.3% of the 13F portfolio, value $1,021,568.

    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 2,041 shares
    Change vs previous 13F -245 shares

    0.31% of the 13F portfolio, value $991,457.

    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 2,286 shares
    Change vs previous 13F +153 shares

    0.42% of the 13F portfolio, value $1,217,478.

    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 2,133 shares
    Change vs previous 13F +10 shares

    0.34% of the 13F portfolio, value $966,847.

    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).

  8. period ended2024-09-30
    13F 2,123 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $759,122.

    13F-HR 0001085146-24-004925 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).