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Obsidian Personal Planning Solutions LLC

SEC CIK
0001909128
Latest filing
Nov 13, 2025

PEP holding history

PepsiCo Inc 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.

PEP overviewAll 13F holders of PEPFull Q3 2025 holdings

Shares (Q3 2025)
5,516
Value
$805.9K
% of portfolio
0.3%
Quarters held
14
Since Q2 2022
Holdings of PEP by Obsidian Personal Planning Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20255,516$805.9K0.3%+82+1.5%AddedHolders
Q2 20255,434$717.5K0.3%+20.0%AddedHolders
Q1 20255,432$736.5K0.3%−159−2.8%ReducedHolders
Q4 20245,591$842.5K0.4%+20.0%AddedHolders
Q3 20245,589$928.3K0.5%+10.0%AddedHolders
Q2 20245,588$921.6K0.6%−1,024−15.5%ReducedHolders
Q1 20246,612$1.16M0.8%+101+1.6%AddedHolders
Q4 20236,511$1.11M0.8%+311+5.0%AddedHolders
Q3 20236,200$1.05M0.9%−230−3.6%ReducedHolders
Q2 20236,430$1.19M1.5%+1,130+21.3%AddedHolders
Q1 20235,300$966.2K1.4%−1,075−16.9%ReducedHolders
Q4 20226,375$1.15M1.8%+238+3.9%AddedHolders
Q3 20226,137$1.00M1.8%+40+0.7%AddedHolders
Q2 20226,097$1.02M1.7%–No prior filingHolders