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Obsidian Personal Planning Solutions LLC: SPIB position timeline

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

Obsidian Personal Planning Solutions LLC held 667,870 SPIB 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 667,870 shares
    Change vs previous 13F +8,062 shares

    7.86% of the 13F portfolio, value $22,627,445.

    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 659,808 shares
    Change vs previous 13F +16,388 shares

    8.97% of the 13F portfolio, value $22,156,369.

    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 643,420 shares
    Change vs previous 13F -104,671 shares

    9.57% of the 13F portfolio, value $21,425,877.

    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 748,091 shares
    Change vs previous 13F +24,959 shares

    11.89% of the 13F portfolio, value $24,649,607.

    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 723,132 shares
    Change vs previous 13F +446,663 shares

    12.49% of the 13F portfolio, value $23,899,526.

    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 276,469 shares
    Change vs previous 13F +19,988 shares

    5.49% of the 13F portfolio, value $9,001,840.

    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 256,481 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $8,240,735.

    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).