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Disclosery

OLIO Financial Planning: LOAN position timeline

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

OLIO Financial Planning held 59,563 LOAN 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 59,563 shares
    Change vs previous 13F -3,421 shares

    0.01% of the 13F portfolio, value $59,564.

    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 62,984 shares
    Change vs previous 13F -2,891 shares

    0.02% of the 13F portfolio, value $62,985.

    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 65,875 shares
    Change vs previous 13F -3,233 shares

    0.09% of the 13F portfolio, value $306,318.

    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 69,108 shares
    Change vs previous 13F -3,690 shares

    0.02% of the 13F portfolio, value $69,108.

    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 72,798 shares
    Change vs previous 13F +48,230 shares

    0.02% of the 13F portfolio, value $72,799.

    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 24,568 shares
    Change vs previous 13F +3,665 shares

    0.01% of the 13F portfolio, value $24,568.

    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 20,903 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,903.

    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).