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Obsidian Personal Planning Solutions LLC: PEP position timeline

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

Obsidian Personal Planning Solutions LLC held 5,516 PEP 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 5,516 shares
    Change vs previous 13F +82 shares

    0.28% of the 13F portfolio, value $805,851.

    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 5,434 shares
    Change vs previous 13F +2 shares

    0.29% of the 13F portfolio, value $717,456.

    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 5,432 shares
    Change vs previous 13F -159 shares

    0.33% of the 13F portfolio, value $736,467.

    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 5,591 shares
    Change vs previous 13F +2 shares

    0.41% of the 13F portfolio, value $842,452.

    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 5,589 shares
    Change vs previous 13F +1 shares

    0.49% of the 13F portfolio, value $928,262.

    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 5,588 shares
    Change vs previous 13F -1,024 shares

    0.56% of the 13F portfolio, value $921,638.

    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 6,612 shares
    Change vs previous 13F +101 shares

    0.76% of the 13F portfolio, value $1,163,090.

    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 6,511 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,105,744.

    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).