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Disclosery

OLIO Financial Planning: VWO position timeline

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

OLIO Financial Planning held 37,510 VWO 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 37,510 shares
    Change vs previous 13F -2,013 shares

    0.56% of the 13F portfolio, value $2,238,994.

    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 39,523 shares
    Change vs previous 13F -1,203 shares

    0.59% of the 13F portfolio, value $2,136,224.

    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 40,726 shares
    Change vs previous 13F -459 shares

    0.61% of the 13F portfolio, value $2,189,425.

    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 41,185 shares
    Change vs previous 13F -352 shares

    0.65% of the 13F portfolio, value $2,231,395.

    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 41,537 shares
    Change vs previous 13F -1,256 shares

    0.65% of the 13F portfolio, value $2,054,441.

    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 42,793 shares
    Change vs previous 13F -6,870 shares

    0.67% of the 13F portfolio, value $1,936,812.

    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 49,663 shares
    Change vs previous 13F -30,196 shares

    0.77% of the 13F portfolio, value $2,187,159.

    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 79,859 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $3,273,420.

    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).