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Obsidian Personal Planning Solutions LLC: FLOT position timeline

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

Obsidian Personal Planning Solutions LLC held 154,849 FLOT 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 154,849 shares
    Change vs previous 13F +4,555 shares

    2.75% of the 13F portfolio, value $7,908,157.

    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 150,294 shares
    Change vs previous 13F +3,107 shares

    3.1% of the 13F portfolio, value $7,667,989.

    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 147,187 shares
    Change vs previous 13F +4,131 shares

    3.35% of the 13F portfolio, value $7,494,738.

    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 143,056 shares
    Change vs previous 13F +6,955 shares

    3.53% of the 13F portfolio, value $7,307,287.

    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 136,101 shares
    Change vs previous 13F +14,937 shares

    3.63% of the 13F portfolio, value $6,945,235.

    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 121,164 shares
    Change vs previous 13F +6,918 shares

    3.78% of the 13F portfolio, value $6,190,271.

    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 114,246 shares
    Change vs previous 13F +15,479 shares

    3.83% of the 13F portfolio, value $5,837,981.

    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 98,767 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $4,999,571.

    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).