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Disclosery

OLIO Financial Planning: SPEM position timeline

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

OLIO Financial Planning held 70,419 SPEM 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 70,419 shares
    Change vs previous 13F +2,446 shares

    0.9% of the 13F portfolio, value $3,646,271.

    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 67,973 shares
    Change vs previous 13F +386 shares

    0.88% of the 13F portfolio, value $3,188,603.

    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 67,587 shares
    Change vs previous 13F +3,995 shares

    0.89% of the 13F portfolio, value $3,163,738.

    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 63,592 shares
    Change vs previous 13F -2,942 shares

    0.87% of the 13F portfolio, value $2,976,742.

    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 66,534 shares
    Change vs previous 13F +13,508 shares

    0.9% of the 13F portfolio, value $2,843,664.

    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 53,026 shares
    Change vs previous 13F +9,938 shares

    0.72% of the 13F portfolio, value $2,087,634.

    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 43,088 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,653,287.

    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).