OLIO Financial Planning

Position in BRK-B — Berkshire Hathaway Inc

CIK 1906766 MCLEAN, VA

Position in BRK-B

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$946,237

+$29,528 QoQ

Shares Held

1,891

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

6.03%

of 13F equity value

Holder Rank

#3,536

of 4,965 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OLIO Financial Planning holds $1,545,552 across 2 Insurance - Diversified names. BRK-B ranks #1 (61.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BRK-B	Berkshire Hathaway Inc This page	1,891	$946,237
2	AEG	Aegon Ltd.	71,009	$599,315

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$946,237	1,891	-1.2%	Shares	Sole	2026-07-17
2026-03-31	$916,709	1,913	-1.8%	Shares	Sole	2026-04-14
2025-12-31	$979,664	1,949	-4.1%	Shares	Sole	2026-01-21
2025-09-30	$1,021,567	2,032	-0.4%	Shares	Sole	2025-10-16
2025-06-30	$991,456	2,041	-10.7%	Shares	Sole	2025-07-09
2025-03-31	$1,217,477	2,286	+7.2%	Shares	Sole	2025-04-11
2024-12-31	$966,846	2,133	+0.5%	Shares	Sole	2025-01-21
2024-09-30	$977,131	2,123	0.0%	Shares	Sole	2024-10-16
2024-06-30	$863,636	2,123	0.0%	Shares	Sole	2024-07-12
2024-03-31	$892,763	2,123	0.0%	Shares	Sole	2024-04-16
2023-12-31	$757,189	2,123	0.0%	Shares	Sole	2024-01-10
2023-09-30	$743,686	2,123	0.0%	Shares	Sole	2023-10-19
2023-06-30	$723,943	2,123	0.0%	Shares	Sole	2023-07-14
2023-03-31	$655,518	2,123	0.0%	Shares	Sole	2023-04-11
2022-12-31	$655,794	2,123	-12.5%	Shares	Sole	2023-01-13
2022-09-30	$648,057	2,427	+0.0%	Shares	Sole	2022-10-19
2022-06-30	$662,346	2,426	-1.7%	Shares	Sole	2022-07-15
2022-03-31	$870,981	2,468	+44.2%	Shares	Sole	2022-04-21
2021-12-31	$511,589	1,711	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.