Obsidian Personal Planning Solutions LLC
- SEC CIK
- 0001909128
- Latest filing
- Nov 13, 2025
AXP holding history
American Express Co in every 13F filed by Obsidian Personal Planning Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AXP overviewAll 13F holders of AXPFull Q3 2025 holdings
- Shares (Q3 2025)
- 1,045
- Value
- $377.0K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 1,045 | $377.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,045 | $333.3K | 0.1% | −1−0.1% | Reduced | Holders |
| Q1 2025 | 1,046 | $278.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 1,046 | $332.1K | 0.2% | −1−0.1% | Reduced | Holders |
| Q3 2024 | 1,047 | $282.8K | 0.1% | −11−1.0% | Reduced | Holders |
| Q2 2024 | 1,058 | $245.0K | 0.1% | −19−1.8% | Reduced | Holders |
| Q1 2024 | 1,077 | $252.1K | 0.2% | +1,077 | New | Holders |