Obsidian Personal Planning Solutions LLC FLOT — ISHARES TR

Ownership history in Obsidian Personal Planning Solutions LLC  ·  8 quarters on record

AI Ownership Summary

Obsidian Personal Planning Solutions LLC reported ISHARES TR (FLOT) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.83% in 2024 Q1. The latest visible filing shows FLOT at 2.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FLOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Obsidian Personal Planning Solutions LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FLOT was reported at 2.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.83% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLOT stock page Obsidian Personal Planning Solutions LLC fund profile Obsidian Personal Planning Solutions LLC full holdings
How Obsidian Personal Planning Solutions LLC held FLOT — position size vs. price
% of Fund (quarterly)    FLOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 154,849 +4,555 +3.0% 2.75% $7.9M 2025-11-14 (Est.) $50.06
2025 Q2 ADDED — — — 150,294 +3,107 +2.1% 3.10% $7.7M 2025-08-14 $49.46
2025 Q1 ADDED — — — 147,187 +4,131 +2.9% 3.35% $7.5M 2025-05-16 $48.78
2024 Q4 ADDED — — — 143,056 +6,955 +5.1% 3.53% $7.3M 2025-02-14 $48.30
2024 Q3 ADDED — — — 136,101 +14,937 +12.3% 3.63% $6.9M 2024-11-07 $47.59
2024 Q2 ADDED — — — 121,164 +6,918 +6.1% 3.78% $6.2M 2024-07-25 $46.79
2024 Q1 ADDED — — — 114,246 +15,479 +15.7% 3.83% $5.8M 2024-05-09 $46.26
2023 Q4 INITIATED — — — 98,767 — — 3.80% $5.0M 2024-02-01 $45.37

🏢 Other funds also holding FLOT

As of 2026 Q1 — sorted by position size

KW WEALTH MANAGEMENT LLC 7.84% MOULTON WEALTH MANAGEMENT, INC 3Y 6.78% HOGE FINANCIAL SERVICES, LLC 5.79% Forbes Financial Planning, Inc. 3Y 4.48% Shira Ridge Wealth Management 3Y 3.72% Occidental Asset Management, LLC 3Y 7Y 3.25% Investment Planning Advisors, Inc. 2.97% Baring Financial LLC 2.96% Buska Wealth Management, LLC 2.64% Windsor Capital Management, LLC 3Y 7Y 2.49%

FAQ About Obsidian Personal Planning Solutions LLC and FLOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Obsidian Personal Planning Solutions LLC reported owning FLOT?

Obsidian Personal Planning Solutions LLC reported FLOT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FLOT position in Obsidian Personal Planning Solutions LLC's portfolio?

The largest reported portfolio weight for FLOT was 3.83% in 2024 Q1.

What is the latest reported FLOT position on this page?

The most recent filing on this page is 2025 Q3, when Obsidian Personal Planning Solutions LLC reported 154,849 shares, equal to 2.75% of portfolio, with an estimated market value of $7.9M.

What does the chart on this FLOT ownership page compare?

The chart compares Obsidian Personal Planning Solutions LLC's quarterly FLOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Obsidian Personal Planning Solutions LLC time their FLOT position?

Based on 13F filing dates vs. subsequent FLOT price moves, Obsidian Personal Planning Solutions LLC correctly timed 7 out of 7 reported position changes (100%). The annualised alpha on FLOT relative to SPY over the holding period was -14.5%.

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