Skip to content
Disclosery

Briaud Financial Planning Inc: ITA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Briaud Financial Planning Inc on ITA, newest first. How the timeline and the estimate are built.

Briaud Financial Planning Inc held 2,149 ITA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,149 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $520,961.

    13F-HR 0001951757-26-001091 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,149 shares
    Change vs previous 13F +94 shares

    0.12% of the 13F portfolio, value $470,094.

    13F-HR 0001951757-26-000584 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,055 shares
    Change vs previous 13F +149 shares

    0.11% of the 13F portfolio, value $441,188.

    13F-HR 0001951757-26-000324 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,906 shares
    Change vs previous 13F +25 shares

    0.13% of the 13F portfolio, value $398,850.

    13F-HR 0001951757-25-001455 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,881 shares
    Change vs previous 13F +1,550 shares

    0.14% of the 13F portfolio, value $354,000.

    13F-HR 0001908380-25-000002 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 331 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $50,000.

    13F-HR 0001842974-25-000013 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).