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Disclosery

OLIO Financial Planning: D position timeline

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

OLIO Financial Planning held 6,545 D 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 6,545 shares
    Change vs previous 13F -15 shares

    0.11% of the 13F portfolio, value $446,973.

    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 6,560 shares
    Change vs previous 13F +19 shares

    0.11% of the 13F portfolio, value $405,527.

    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 6,541 shares
    Change vs previous 13F +64 shares

    0.11% of the 13F portfolio, value $383,219.

    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 6,477 shares
    Change vs previous 13F +13 shares

    0.12% of the 13F portfolio, value $396,191.

    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 6,464 shares
    Change vs previous 13F +603 shares

    0.12% of the 13F portfolio, value $365,354.

    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 5,861 shares
    Change vs previous 13F +33 shares

    0.11% of the 13F portfolio, value $328,605.

    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 5,828 shares
    Change vs previous 13F +152 shares

    0.11% of the 13F portfolio, value $313,878.

    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 5,676 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $267,106.

    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).