Skip to content
Disclosery

Obsidian Personal Planning Solutions LLC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Obsidian Personal Planning Solutions LLC on EFG, newest first. How the timeline and the estimate are built.

Obsidian Personal Planning Solutions LLC held 94,155 EFG shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 94,155 shares
    Change vs previous 13F +4,482 shares

    3.78% of the 13F portfolio, value $10,889,952.

    13F-HR 0001986152-25-000104 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 89,673 shares
    Change vs previous 13F +2,984 shares

    4.06% of the 13F portfolio, value $10,043,361.

    13F-HR 0001986152-25-000066 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 86,689 shares
    Change vs previous 13F +14,946 shares

    4.04% of the 13F portfolio, value $9,046,885.

    13F-HR 0001986152-25-000046 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 71,743 shares
    Change vs previous 13F +5,910 shares

    3.52% of the 13F portfolio, value $7,302,023.

    13F-HR 0001986152-25-000024 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 65,833 shares
    Change vs previous 13F +9,230 shares

    3.47% of the 13F portfolio, value $6,638,594.

    13F-HR 0001986152-24-000054 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 56,603 shares
    Change vs previous 13F +3,996 shares

    3.53% of the 13F portfolio, value $5,790,481.

    13F-HR 0001986152-24-000033 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 52,607 shares
    Change vs previous 13F +321 shares

    3.42% of the 13F portfolio, value $5,201,780.

    13F-HR 0001986152-24-000017 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 52,286 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $5,063,939.

    13F-HR 0001986152-24-000004 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).