Skip to content
Disclosery

OLIO Financial Planning: ESGD position timeline

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

OLIO Financial Planning held 21,848 ESGD 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 21,848 shares
    Change vs previous 13F -757 shares

    0.56% of the 13F portfolio, value $2,246,193.

    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 22,605 shares
    Change vs previous 13F +31 shares

    0.6% of the 13F portfolio, value $2,161,491.

    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 22,574 shares
    Change vs previous 13F +955 shares

    0.6% of the 13F portfolio, value $2,146,562.

    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 21,619 shares
    Change vs previous 13F -2,110 shares

    0.59% of the 13F portfolio, value $2,010,135.

    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 23,729 shares
    Change vs previous 13F -637 shares

    0.67% of the 13F portfolio, value $2,117,102.

    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 24,366 shares
    Change vs previous 13F +764 shares

    0.69% of the 13F portfolio, value $1,990,459.

    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 23,602 shares
    Change vs previous 13F +3,670 shares

    0.63% of the 13F portfolio, value $1,797,057.

    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 19,932 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,505,066.

    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).