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Disclosery

OLIO Financial Planning: FBND position timeline

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

OLIO Financial Planning held 1,084,423 FBND 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 1,084,423 shares
    Change vs previous 13F +66,217 shares

    12.24% of the 13F portfolio, value $49,330,386.

    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 1,018,206 shares
    Change vs previous 13F +42,465 shares

    12.87% of the 13F portfolio, value $46,450,568.

    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 975,741 shares
    Change vs previous 13F +53,318 shares

    12.6% of the 13F portfolio, value $44,923,093.

    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 922,423 shares
    Change vs previous 13F +38,381 shares

    12.51% of the 13F portfolio, value $42,652,832.

    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 884,042 shares
    Change vs previous 13F +29,876 shares

    12.76% of the 13F portfolio, value $40,444,927.

    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 854,166 shares
    Change vs previous 13F +88,278 shares

    13.48% of the 13F portfolio, value $38,992,678.

    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 765,888 shares
    Change vs previous 13F +653,991 shares

    12.07% of the 13F portfolio, value $34,365,395.

    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 111,897 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $5,158,452.

    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).