Obsidian Personal Planning Solutions LLC GOOG ALPHABET INC

Ownership history in Obsidian Personal Planning Solutions LLC  ·  7 quarters on record

AI Ownership Summary

Obsidian Personal Planning Solutions LLC reported ALPHABET INC (GOOG) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.24% in 2024 Q2. The latest visible filing shows GOOG at 0.21% 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 GOOG 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 ALPHABET INC, 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

GOOG was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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.

How Obsidian Personal Planning Solutions LLC held GOOG — position size vs. price
% of Fund (quarterly)    GOOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,146 +15 +0.7% 0.21% $605K 2025-11-14 (Est.) $276.60
2025 Q2 REDUCED 2,131 -31 -1.4% 0.15% $378K 2025-08-14 $203.36
2025 Q1 UNCHANGED 2,162 0% 0.16% $348K 2025-05-16 $166.85
2024 Q4 REDUCED 2,162 -25 -1.1% 0.21% $445K 2025-02-14 $186.01
2024 Q3 UNCHANGED 2,187 0% 0.20% $378K 2024-11-07 $181.24
2024 Q2 UNCHANGED 2,187 0% 0.24% $401K 2024-07-25 $167.97
2024 Q1 INITIATED 2,187 0.24% $360K 2024-05-09 $170.18

FAQ About Obsidian Personal Planning Solutions LLC and GOOG

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 GOOG?

Obsidian Personal Planning Solutions LLC reported GOOG across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

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

The largest reported portfolio weight for GOOG was 0.24% in 2024 Q2.

What is the latest reported GOOG position on this page?

The most recent filing on this page is 2025 Q3, when Obsidian Personal Planning Solutions LLC reported 2,146 shares, equal to 0.21% of portfolio, with an estimated market value of $605K.

What does the chart on this GOOG ownership page compare?

The chart compares Obsidian Personal Planning Solutions LLC's quarterly GOOG 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 GOOG position?

Based on 13F filing dates vs. subsequent GOOG price moves, Obsidian Personal Planning Solutions LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GOOG relative to SPY over the holding period was +15.0%.

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