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OLIO Financial Planning: BSV position timeline

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

OLIO Financial Planning held 2,732 BSV 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 2,732 shares
    Change vs previous 13F -34 shares

    0.05% of the 13F portfolio, value $212,822.

    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 2,766 shares
    Change vs previous 13F +101 shares

    0.06% of the 13F portfolio, value $216,914.

    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 2,665 shares
    Change vs previous 13F -1,657 shares

    0.06% of the 13F portfolio, value $210,054.

    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 4,322 shares
    Change vs previous 13F -44 shares

    0.1% of the 13F portfolio, value $341,046.

    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 4,366 shares
    Change vs previous 13F -3,990 shares

    0.11% of the 13F portfolio, value $343,587.

    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 8,356 shares
    Change vs previous 13F -29,633 shares

    0.23% of the 13F portfolio, value $654,091.

    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 37,989 shares
    Change vs previous 13F -121,497 shares

    1.03% of the 13F portfolio, value $2,935,387.

    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 159,486 shares
    Change vs previous 13F not available

    5.17% of the 13F portfolio, value $12,275,620.

    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).