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Disclosery

OLIO Financial Planning: VTEB position timeline

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

OLIO Financial Planning held 85,515 VTEB 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 85,515 shares
    Change vs previous 13F -3,209 shares

    1.07% of the 13F portfolio, value $4,325,364.

    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 88,724 shares
    Change vs previous 13F +3,582 shares

    1.23% of the 13F portfolio, value $4,426,448.

    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 85,142 shares
    Change vs previous 13F +2,537 shares

    1.2% of the 13F portfolio, value $4,281,816.

    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 82,605 shares
    Change vs previous 13F -12,843 shares

    1.21% of the 13F portfolio, value $4,136,011.

    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 95,448 shares
    Change vs previous 13F +27,192 shares

    1.48% of the 13F portfolio, value $4,679,796.

    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 68,256 shares
    Change vs previous 13F -662 shares

    1.17% of the 13F portfolio, value $3,386,843.

    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 68,918 shares
    Change vs previous 13F -5,777 shares

    1.21% of the 13F portfolio, value $3,454,839.

    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 74,695 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,813,927.

    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).