Obsidian Personal Planning Solutions LLC: SPDW position timeline

Obsidian Personal Planning Solutions LLC held 278,664 SPDW 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 278,664 shares

   Change vs previous 13F +9,348 shares

   4.21% of the 13F portfolio, value $12,130,250.

   13F-HR 0001986152-25-000104 filed by Obsidian Personal Planning Solutions LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 269,316 shares

   Change vs previous 13F +7,096 shares

   4.41% of the 13F portfolio, value $10,904,590.

   13F-HR 0001986152-25-000066 filed by Obsidian Personal Planning Solutions LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 262,220 shares

   Change vs previous 13F +17,985 shares

   4.43% of the 13F portfolio, value $9,927,631.

   13F-HR 0001986152-25-000046 filed by Obsidian Personal Planning Solutions LLC
   Filed 2025-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 244,235 shares

   Change vs previous 13F +17,182 shares

   4.2% of the 13F portfolio, value $8,702,103.

   13F-HR 0001986152-25-000024 filed by Obsidian Personal Planning Solutions LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 227,053 shares

   Change vs previous 13F +22,986 shares

   4.23% of the 13F portfolio, value $8,101,236.

   13F-HR 0001986152-24-000054 filed by Obsidian Personal Planning Solutions LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 204,067 shares

   Change vs previous 13F +10,909 shares

   4.37% of the 13F portfolio, value $7,158,664.

   13F-HR 0001986152-24-000033 filed by Obsidian Personal Planning Solutions LLC
   Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 193,158 shares

   Change vs previous 13F +1,889 shares

   4.39% of the 13F portfolio, value $6,692,932.

   13F-HR 0001986152-24-000017 filed by Obsidian Personal Planning Solutions LLC
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 191,269 shares

   Change vs previous 13F not available

   4.95% of the 13F portfolio, value $6,505,066.

   13F-HR 0001986152-24-000004 filed by Obsidian Personal Planning Solutions LLC
   Filed 2024-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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