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Disclosery

OLIO Financial Planning: SCHP position timeline

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

OLIO Financial Planning held 0 SCHP shares at 2024-12-31 per its 13F-HR filed 2025-01-21.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -69,705 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 69,705 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,641,390.

    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).