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Disclosery

Briaud Financial Planning Inc: PDBA position timeline

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

Briaud Financial Planning Inc held 621,833 PDBA 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 621,833 shares
    Change vs previous 13F +27,050 shares

    5.83% of the 13F portfolio, value $22,149,684.

    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 594,783 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $21,691,736.

    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).