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Disclosery

Briaud Financial Planning Inc: PDBC position timeline

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

Briaud Financial Planning Inc held 1,672,011 PDBC 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 1,672,011 shares
    Change vs previous 13F -1,135,150 shares

    6.98% of the 13F portfolio, value $26,551,542.

    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 2,807,161 shares
    Change vs previous 13F +37,873 shares

    12.75% of the 13F portfolio, value $48,620,248.

    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 2,769,288 shares
    Change vs previous 13F +60,012 shares

    9.04% of the 13F portfolio, value $36,693,069.

    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 2,709,276 shares
    Change vs previous 13F +169,001 shares

    11.89% of the 13F portfolio, value $36,385,579.

    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 2,540,275 shares
    Change vs previous 13F +30,796 shares

    13.06% of the 13F portfolio, value $33,125,000.

    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 2,509,479 shares
    Change vs previous 13F -298,880 shares

    13.59% of the 13F portfolio, value $34,202,000.

    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).

  7. period ended2024-12-31
    13F 2,808,359 shares
    Change vs previous 13F +1,158,315 shares

    14.87% of the 13F portfolio, value $36,480,000.

    13F-HR 0001800586-25-000001 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).

  8. period ended2024-09-30
    13F 1,650,044 shares
    Change vs previous 13F not available

    11.44% of the 13F portfolio, value $22,160,000.

    13F-HR 0001906937-24-000002 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).