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Disclosery

OLIO Financial Planning: SPSB position timeline

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

OLIO Financial Planning held 89,293 SPSB 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 89,293 shares
    Change vs previous 13F +10,661 shares

    0.66% of the 13F portfolio, value $2,679,680.

    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 78,632 shares
    Change vs previous 13F +1,929 shares

    0.66% of the 13F portfolio, value $2,364,474.

    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 76,703 shares
    Change vs previous 13F +2,975 shares

    0.65% of the 13F portfolio, value $2,316,424.

    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 73,728 shares
    Change vs previous 13F -1,038 shares

    0.66% of the 13F portfolio, value $2,233,222.

    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 74,766 shares
    Change vs previous 13F +4,319 shares

    0.71% of the 13F portfolio, value $2,257,186.

    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 70,447 shares
    Change vs previous 13F +20,404 shares

    0.73% of the 13F portfolio, value $2,120,455.

    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 50,043 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,494,284.

    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).