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Disclosery

OLIO Financial Planning: DFUS position timeline

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

OLIO Financial Planning held 896,829 DFUS 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 896,829 shares
    Change vs previous 13F +14,241 shares

    18.23% of the 13F portfolio, value $73,486,134.

    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 882,588 shares
    Change vs previous 13F +26,346 shares

    17.34% of the 13F portfolio, value $62,584,324.

    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 856,242 shares
    Change vs previous 13F +31,450 shares

    17.81% of the 13F portfolio, value $63,507,487.

    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 824,792 shares
    Change vs previous 13F +14,883 shares

    17.53% of the 13F portfolio, value $59,747,931.

    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 809,909 shares
    Change vs previous 13F +49,526 shares

    17.12% of the 13F portfolio, value $54,280,081.

    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 760,383 shares
    Change vs previous 13F +95,197 shares

    15.89% of the 13F portfolio, value $45,987,962.

    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 665,186 shares
    Change vs previous 13F +463,492 shares

    14.89% of the 13F portfolio, value $42,405,634.

    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 201,694 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $10,488,088.

    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).