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Disclosery

OLIO Financial Planning: VEA position timeline

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

OLIO Financial Planning held 830,924 VEA 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 830,924 shares
    Change vs previous 13F +12,768 shares

    14.69% of the 13F portfolio, value $59,203,342.

    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 818,156 shares
    Change vs previous 13F -8,442 shares

    14.52% of the 13F portfolio, value $52,427,461.

    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 826,598 shares
    Change vs previous 13F +15,599 shares

    14.48% of the 13F portfolio, value $51,637,559.

    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 810,999 shares
    Change vs previous 13F +16,957 shares

    14.26% of the 13F portfolio, value $48,595,032.

    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 794,042 shares
    Change vs previous 13F +3,417 shares

    14.28% of the 13F portfolio, value $45,268,317.

    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 790,625 shares
    Change vs previous 13F +30,456 shares

    13.89% of the 13F portfolio, value $40,187,470.

    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 760,169 shares
    Change vs previous 13F +144,219 shares

    12.77% of the 13F portfolio, value $36,351,270.

    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 615,950 shares
    Change vs previous 13F not available

    12.42% of the 13F portfolio, value $29,510,149.

    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).