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Livermore
Livermore
ZHEN

Obsidian Personal Planning Solutions LLC

SEC CIK
0001909128
Latest filing
Nov 13, 2025

DUK holding history

Duke Energy 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.

DUK overviewAll 13F holders of DUKFull Q3 2025 holdings

Shares (Q3 2025)
2,154
Value
$267.7K
% of portfolio
0.1%
Quarters held
10
Since Q2 2023
Holdings of DUK by Obsidian Personal Planning Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20252,154$267.7K0.1%00.0%UnchangedHolders
Q2 20252,154$254.2K0.1%00.0%UnchangedHolders
Q1 20252,154$262.8K0.1%00.0%UnchangedHolders
Q4 20242,154$241.2K0.1%00.0%UnchangedHolders
Q3 20242,154$248.3K0.1%−346−13.8%ReducedHolders
Q2 20242,500$250.6K0.2%+13+0.5%AddedHolders
Q1 20242,487$244.4K0.2%−333−11.8%ReducedHolders
Q4 20232,820$273.7K0.2%00.0%UnchangedHolders
Q3 20232,820$248.9K0.2%00.0%UnchangedHolders
Q2 20232,820$253.1K0.3%+2,820NewHolders