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Disclosery

OLIO Financial Planning: DFUV position timeline

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

OLIO Financial Planning held 4,253 DFUV 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 4,253 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $233,933.

    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 4,238 shares
    Change vs previous 13F -593 shares

    0.06% of the 13F portfolio, value $205,387.

    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 4,831 shares
    Change vs previous 13F +17 shares

    0.06% of the 13F portfolio, value $225,072.

    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 4,814 shares
    Change vs previous 13F -1,030 shares

    0.06% of the 13F portfolio, value $215,136.

    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 5,844 shares
    Change vs previous 13F +27 shares

    0.08% of the 13F portfolio, value $247,086.

    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 5,817 shares
    Change vs previous 13F +23 shares

    0.08% of the 13F portfolio, value $239,712.

    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 5,794 shares
    Change vs previous 13F +96 shares

    0.08% of the 13F portfolio, value $237,075.

    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 5,698 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $212,876.

    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).