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Disclosery

Obsidian Personal Planning Solutions LLC: JPIE position timeline

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

Obsidian Personal Planning Solutions LLC held 298,749 JPIE 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 298,749 shares
    Change vs previous 13F +10,962 shares

    4.81% of the 13F portfolio, value $13,864,936.

    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 287,787 shares
    Change vs previous 13F +8,826 shares

    5.39% of the 13F portfolio, value $13,330,304.

    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 278,961 shares
    Change vs previous 13F not available

    5.73% of the 13F portfolio, value $12,840,583.

    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).