OLIO Financial Planning has reported its quarterly holdings in a recent filing, which is crucial for understanding its investment strategies. This update is particularly relevant for institutional investors and the broader financial planning industry.
About OLIO Financial Planning
OLIO Financial Planning, identified by CIK 0001906766, operates under the entity type 'other'. The firm specializes in financial planning and investment management. The latest filing was made on October 22, 2026, and is part of a series of quarterly reports that OLIO submits to the SEC.
What the Filing Says
The filing, categorized as a 13F-HR, provides a detailed account of OLIO's holdings as of September 30, 2026. However, specific details regarding the types of securities held or any significant changes in positions were not disclosed in the filing.
Impact
This quarterly report may affect other institutional investors and financial advisors who track OLIO's investment moves. The information can influence market perceptions and strategies among competitors in the financial planning sector.
What's Next
The filing does not say what happens next.
Filing Details
The filing was accepted on the same day it was submitted, October 22, 2026, at 16:12:24. It contains two documents, including the primary document and an information table, which provides a detailed account of OLIO's holdings.
Mailing and Business Address
OLIO Financial Planning is located at 1751 Pinnacle Drive, Suite 600, McLean, VA 22102. The firm can be contacted via phone at 540-961-6706. This address serves both as its mailing and business address.
Company Identification
OLIO Financial Planning is identified by its Central Index Key (CIK) number, 0001906766, and has an Employer Identification Number (EIN) of 475598884. The firm is incorporated in Virginia and operates under the 13F-HR filing type.
Document Format Files
The filing includes various document format files, such as an HTML and XML version of the primary document and the information table. The information table is particularly significant as it details the securities held by OLIO as of the reporting date.
What the Filing Does Not Include
The filing does not provide specific details about the types of securities held, the market value of these holdings, or any significant changes in positions compared to previous filings. Additionally, there is no commentary on the investment strategy or outlook from OLIO Financial Planning.