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Disclosery

OLIO Financial Planning: SPTM position timeline

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

OLIO Financial Planning held 10,142 SPTM 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 10,142 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $920,793.

    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 10,142 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $801,827.

    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 10,142 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $836,715.

    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 10,142 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $817,953.

    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 10,142 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $759,535.

    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 10,142 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $689,758.

    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 10,142 shares
    Change vs previous 13F -1,570 shares

    0.25% of the 13F portfolio, value $724,444.

    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 11,712 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $686,909.

    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).