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Disclosery

OLIO Financial Planning: VEU position timeline

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

OLIO Financial Planning held 145,173 VEU 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 145,173 shares
    Change vs previous 13F -510 shares

    3.02% of the 13F portfolio, value $12,158,199.

    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 145,683 shares
    Change vs previous 13F +2,323 shares

    3.03% of the 13F portfolio, value $10,940,757.

    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 143,360 shares
    Change vs previous 13F +2,788 shares

    2.96% of the 13F portfolio, value $10,545,530.

    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 140,572 shares
    Change vs previous 13F -6,722 shares

    2.94% of the 13F portfolio, value $10,032,617.

    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 147,294 shares
    Change vs previous 13F +4,746 shares

    3.12% of the 13F portfolio, value $9,901,111.

    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 142,548 shares
    Change vs previous 13F +16,562 shares

    2.99% of the 13F portfolio, value $8,646,990.

    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 125,986 shares
    Change vs previous 13F +31,064 shares

    2.54% of the 13F portfolio, value $7,232,864.

    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 94,922 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $5,326,081.

    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).