Skip to main content

Obsidian Personal Planning Solutions LLC

SEC CIK
0001909128
Latest filing
Nov 13, 2025

DFS holding history

Discover Financial Services 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.

DFS overviewAll 13F holders of DFSFull Q3 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2024
Holdings of DFS by Obsidian Personal Planning Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,241−100.0%Sold outHolders
Q1 20251,241$226.7K0.1%00.0%UnchangedHolders
Q4 20241,241$249.6K0.1%+1,241NewHolders
Q2 20240$00.0%−1,630−100.0%Sold outHolders
Q1 20241,630$206.6K0.1%+1,630NewHolders