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Obsidian Personal Planning Solutions LLC: SPYG position timeline

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

Obsidian Personal Planning Solutions LLC held 102,330 SPYG 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 102,330 shares
    Change vs previous 13F +2,477 shares

    3.84% of the 13F portfolio, value $11,057,736.

    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 99,853 shares
    Change vs previous 13F +2,530 shares

    3.85% of the 13F portfolio, value $9,518,009.

    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 97,323 shares
    Change vs previous 13F +1,839 shares

    3.56% of the 13F portfolio, value $7,980,509.

    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 95,484 shares
    Change vs previous 13F +4,255 shares

    4.16% of the 13F portfolio, value $8,612,629.

    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 91,229 shares
    Change vs previous 13F +5,670 shares

    3.93% of the 13F portfolio, value $7,514,516.

    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 85,559 shares
    Change vs previous 13F +5,276 shares

    4.18% of the 13F portfolio, value $6,855,813.

    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 80,283 shares
    Change vs previous 13F -18,737 shares

    3.71% of the 13F portfolio, value $5,645,496.

    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 99,020 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $6,442,231.

    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).