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Obsidian Personal Planning Solutions LLC: IJR position timeline

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

Obsidian Personal Planning Solutions LLC held 142,417 IJR 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 142,417 shares
    Change vs previous 13F +2,722 shares

    5.82% of the 13F portfolio, value $16,776,726.

    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 139,695 shares
    Change vs previous 13F +4,080 shares

    6.18% of the 13F portfolio, value $15,267,258.

    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 135,615 shares
    Change vs previous 13F +4,337 shares

    6.06% of the 13F portfolio, value $13,579,168.

    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 131,278 shares
    Change vs previous 13F +10,338 shares

    7.5% of the 13F portfolio, value $15,548,567.

    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 120,940 shares
    Change vs previous 13F +11,382 shares

    7.2% of the 13F portfolio, value $13,777,480.

    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 109,558 shares
    Change vs previous 13F +8,695 shares

    7.13% of the 13F portfolio, value $11,685,441.

    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 100,863 shares
    Change vs previous 13F +18,836 shares

    6.91% of the 13F portfolio, value $10,529,109.

    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 82,027 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $8,879,461.

    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).