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Disclosery

Obsidian Personal Planning Solutions LLC: XLE position timeline

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

Obsidian Personal Planning Solutions LLC held 51,751 XLE 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 51,751 shares
    Change vs previous 13F +4,077 shares

    1.58% of the 13F portfolio, value $4,560,819.

    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 47,674 shares
    Change vs previous 13F +2,518 shares

    1.64% of the 13F portfolio, value $4,043,226.

    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 45,156 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $3,635,036.

    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).