Obsidian Personal Planning Solutions LLC: XLB position timeline

Obsidian Personal Planning Solutions LLC held 43,159 XLB 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 43,159 shares

   Change vs previous 13F +2,908 shares

   1.28% of the 13F portfolio, value $3,697,408.

   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 40,251 shares

   Change vs previous 13F +1,320 shares

   1.43% of the 13F portfolio, value $3,534,411.

   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 38,931 shares

   Change vs previous 13F -406 shares

   1.46% of the 13F portfolio, value $3,265,886.

   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 39,337 shares

   Change vs previous 13F +2,749 shares

   1.69% of the 13F portfolio, value $3,492,692.

   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 36,588 shares

   Change vs previous 13F +3,322 shares

   1.79% of the 13F portfolio, value $3,416,913.

   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 33,266 shares

   Change vs previous 13F +1,506 shares

   1.79% of the 13F portfolio, value $2,937,729.

   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 31,760 shares

   Change vs previous 13F +1,875 shares

   1.85% of the 13F portfolio, value $2,814,910.

   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 29,885 shares

   Change vs previous 13F not available

   1.95% of the 13F portfolio, value $2,556,359.

   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).