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OLIO Financial Planning: VOE position timeline

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

OLIO Financial Planning held 102,577 VOE 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 102,577 shares
    Change vs previous 13F +3,281 shares

    5.03% of the 13F portfolio, value $20,269,141.

    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 99,296 shares
    Change vs previous 13F +1,694 shares

    5.07% of the 13F portfolio, value $18,298,256.

    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 97,602 shares
    Change vs previous 13F +3,700 shares

    4.86% of the 13F portfolio, value $17,311,646.

    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 93,902 shares
    Change vs previous 13F +4,602 shares

    4.81% of the 13F portfolio, value $16,393,343.

    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 89,300 shares
    Change vs previous 13F +2,713 shares

    4.63% of the 13F portfolio, value $14,686,285.

    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 86,587 shares
    Change vs previous 13F +3,145 shares

    4.8% of the 13F portfolio, value $13,900,684.

    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 83,442 shares
    Change vs previous 13F +16,395 shares

    4.74% of the 13F portfolio, value $13,498,455.

    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 67,047 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $9,755,400.

    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).