Obsidian Personal Planning Solutions LLC
- SEC CIK
- 0001909128
- Latest filing
- Nov 13, 2025
BAC holding history
Bank of America Corp 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.
BAC overviewAll 13F holders of BACFull Q3 2025 holdings
- Shares (Q3 2025)
- 9,959
- Value
- $532.3K
- % of portfolio
- 0.2%
- Quarters held
- 11
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 9,959 | $532.3K | 0.2% | +866+9.5% | Added | Holders |
| Q2 2025 | 9,093 | $430.3K | 0.2% | +10.0% | Added | Holders |
| Q1 2025 | 9,092 | $362.6K | 0.2% | −172−1.9% | Reduced | Holders |
| Q4 2024 | 9,264 | $428.9K | 0.2% | −8−0.1% | Reduced | Holders |
| Q3 2024 | 9,272 | $387.8K | 0.2% | +85+0.9% | Added | Holders |
| Q2 2024 | 9,187 | $365.4K | 0.2% | +19+0.2% | Added | Holders |
| Q1 2024 | 9,168 | $339.3K | 0.2% | −2,728−22.9% | Reduced | Holders |
| Q4 2023 | 11,896 | $400.5K | 0.3% | −2,614−18.0% | Reduced | Holders |
| Q3 2023 | 14,510 | $397.3K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2023 | 14,510 | $416.3K | 0.5% | +5,869+67.9% | Added | Holders |
| Q1 2023 | 8,641 | $247.1K | 0.4% | +8,641 | New | Holders |