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Obsidian Personal Planning Solutions LLC: XMLV position timeline

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

Obsidian Personal Planning Solutions LLC held 128,079 XMLV 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 128,079 shares
    Change vs previous 13F +3,228 shares

    2.75% of the 13F portfolio, value $7,919,117.

    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 124,851 shares
    Change vs previous 13F +2,705 shares

    3.12% of the 13F portfolio, value $7,699,565.

    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 122,146 shares
    Change vs previous 13F -2,332 shares

    3.27% of the 13F portfolio, value $7,331,176.

    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 124,478 shares
    Change vs previous 13F +4,019 shares

    3.72% of the 13F portfolio, value $7,717,641.

    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 120,459 shares
    Change vs previous 13F +9,724 shares

    3.85% of the 13F portfolio, value $7,363,762.

    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 110,735 shares
    Change vs previous 13F +4,785 shares

    3.73% of the 13F portfolio, value $6,115,894.

    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 105,950 shares
    Change vs previous 13F +7,700 shares

    3.79% of the 13F portfolio, value $5,768,133.

    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 98,250 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $5,224,921.

    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).