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Disclosery

OLIO Financial Planning: VBR position timeline

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

OLIO Financial Planning held 13,459 VBR 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 13,459 shares
    Change vs previous 13F -177 shares

    0.81% of the 13F portfolio, value $3,270,285.

    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 13,636 shares
    Change vs previous 13F -412 shares

    0.82% of the 13F portfolio, value $2,962,426.

    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 14,048 shares
    Change vs previous 13F -786 shares

    0.83% of the 13F portfolio, value $2,975,171.

    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 14,834 shares
    Change vs previous 13F -450 shares

    0.91% of the 13F portfolio, value $3,096,074.

    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 15,284 shares
    Change vs previous 13F +229 shares

    0.94% of the 13F portfolio, value $2,980,565.

    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 15,055 shares
    Change vs previous 13F -1,880 shares

    0.97% of the 13F portfolio, value $2,804,522.

    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 16,935 shares
    Change vs previous 13F -22,969 shares

    1.18% of the 13F portfolio, value $3,356,251.

    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 39,904 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $7,260,187.

    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).