Obsidian Personal Planning Solutions LLC
- SEC CIK
- 0001909128
- Latest filing
- Nov 13, 2025
BNY holding history
Bank of New York Mellon 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.
BNY overviewAll 13F holders of BNYFull Q3 2025 holdings
- Shares (Q3 2025)
- 2,938
- Value
- $317.1K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 2,938 | $317.1K | 0.1% | −3−0.1% | Reduced | Holders |
| Q2 2025 | 2,941 | $268.0K | 0.1% | −5−0.2% | Reduced | Holders |
| Q1 2025 | 2,946 | $236.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 2,946 | $253.2K | 0.1% | −14−0.5% | Reduced | Holders |
| Q3 2024 | 2,960 | $223.1K | 0.1% | +2,960 | New | Holders |