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Disclosery

OLIO Financial Planning: SCHB position timeline

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

OLIO Financial Planning held 24,779 SCHB 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 24,779 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $717,592.

    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 24,779 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $621,946.

    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 24,779 shares
    Change vs previous 13F -2 shares

    0.18% of the 13F portfolio, value $649,946.

    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 24,781 shares
    Change vs previous 13F -1 shares

    0.19% of the 13F portfolio, value $637,113.

    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 24,782 shares
    Change vs previous 13F -1 shares

    0.19% of the 13F portfolio, value $590,549.

    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 24,783 shares
    Change vs previous 13F -893 shares

    0.18% of the 13F portfolio, value $533,572.

    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 25,676 shares
    Change vs previous 13F +15,803 shares

    0.2% of the 13F portfolio, value $582,839.

    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 9,873 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $551,984.

    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).