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OLIO Financial Planning: EMXC position timeline

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

OLIO Financial Planning held 10,430 EMXC 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 10,430 shares
    Change vs previous 13F -604 shares

    0.26% of the 13F portfolio, value $1,066,989.

    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 11,034 shares
    Change vs previous 13F -1,046 shares

    0.24% of the 13F portfolio, value $867,935.

    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 12,080 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $877,975.

    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 12,080 shares
    Change vs previous 13F -879 shares

    0.24% of the 13F portfolio, value $815,521.

    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 12,959 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $818,232.

    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 12,959 shares
    Change vs previous 13F +193 shares

    0.25% of the 13F portfolio, value $713,912.

    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 12,766 shares
    Change vs previous 13F +3,074 shares

    0.25% of the 13F portfolio, value $707,875.

    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 9,692 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $537,906.

    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).