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Obsidian Personal Planning Solutions LLC: VTV position timeline

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

Obsidian Personal Planning Solutions LLC held 83,774 VTV 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 83,774 shares
    Change vs previous 13F +2,133 shares

    5.4% of the 13F portfolio, value $15,561,782.

    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 81,641 shares
    Change vs previous 13F +1,243 shares

    5.84% of the 13F portfolio, value $14,429,243.

    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 80,398 shares
    Change vs previous 13F -15,914 shares

    5.98% of the 13F portfolio, value $13,384,671.

    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 96,312 shares
    Change vs previous 13F +4,314 shares

    8.21% of the 13F portfolio, value $17,018,304.

    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 91,998 shares
    Change vs previous 13F +6,254 shares

    8.28% of the 13F portfolio, value $15,838,354.

    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 85,744 shares
    Change vs previous 13F +3,877 shares

    8.39% of the 13F portfolio, value $13,754,254.

    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 81,867 shares
    Change vs previous 13F +2,830 shares

    8.41% of the 13F portfolio, value $12,811,427.

    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 79,037 shares
    Change vs previous 13F not available

    8.99% of the 13F portfolio, value $11,815,984.

    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).