Obsidian Personal Planning Solutions LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$185M
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Rockville, MD
Summary
This page shows a list of all the recent 13F filings made by Obsidian Personal Planning Solutions LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Obsidian Personal Planning Solutions LLC reported 101 stock holdings with total value $185M as of Q3 2024. Top holdings included SPIB, VTV, IJR, SPDW, and VMBS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 101 $185M +$36M -$15.5M +$20.4M SPIB, VTV, IJR, SPDW, VMBS 13F-HR 11/6/2024, 06:07 PM
Q2 2024 97 $164M +$8.79M -$2.91M +$5.88M VTV, IJR, SPSB, SPIB, SPDW 13F-HR 7/25/2024, 03:56 PM
Q1 2024 99 $152M +$32.4M -$13.8M +$18.6M VTV, IJR, SPSB, SPIB, SPDW 13F-HR 5/9/2024, 11:17 AM
Q4 2023 81 $131M +$13.9M -$8.06M +$5.85M SPSB, VTV, IJR, VTIP, SPDW 13F-HR 1/31/2024, 06:18 PM
Q3 2023 76 $117M +$46.6M -$2.63M +$44M SPSB, VTIP, VTV, IJR, SPDW Restatement 11/27/2023, 02:26 PM
Q2 2023 71 $81.2M +$10.4M -$738K +$9.66M VTV, IJR, SPYG, SPDW, XMLV 13F-HR 11/27/2023, 02:17 PM
Q1 2023 53 $68.6M +$4.87M -$950K +$3.92M VTV, IJR, SPDW, SPYG, XMLV 13F-HR 4/11/2023, 10:52 AM
Q4 2022 40 $62.3M +$3.02M -$646K +$2.37M VTV, IJR, XMLV, SPDW, SPYG 13F-HR 1/18/2023, 01:26 PM
Q3 2022 39 $54.7M +$3.95M -$4.21M -$258K VTV, IJR, XMLV, SPYG, SPDW 13F-HR 10/11/2022, 01:39 PM
Q2 2022 42 $58.7M $0 $0 VTV, SPYG, IJR, XMLV, SPDW 13F-HR 7/19/2022, 01:23 PM