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Obsidian Personal Planning Solutions LLC: SPEM position timeline

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

Obsidian Personal Planning Solutions LLC held 134,409 SPEM 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 134,409 shares
    Change vs previous 13F +1,695 shares

    2.22% of the 13F portfolio, value $6,395,192.

    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 132,714 shares
    Change vs previous 13F +3,373 shares

    2.3% of the 13F portfolio, value $5,672,207.

    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 129,341 shares
    Change vs previous 13F -13,405 shares

    2.28% of the 13F portfolio, value $5,094,747.

    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 142,746 shares
    Change vs previous 13F +8,712 shares

    2.67% of the 13F portfolio, value $5,528,534.

    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 134,034 shares
    Change vs previous 13F +19,969 shares

    2.82% of the 13F portfolio, value $5,389,519.

    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 114,065 shares
    Change vs previous 13F +9,699 shares

    2.62% of the 13F portfolio, value $4,296,813.

    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 104,366 shares
    Change vs previous 13F +43,862 shares

    2.5% of the 13F portfolio, value $3,803,085.

    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 60,504 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,142,435.

    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).