Skip to content
Disclosery

Briaud Financial Planning Inc: QQQ position timeline

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

Briaud Financial Planning Inc held 2,633 QQQ 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 2,633 shares
    Change vs previous 13F +1,326 shares

    0.51% of the 13F portfolio, value $1,939,258.

    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 1,307 shares
    Change vs previous 13F -59,107 shares

    0.2% of the 13F portfolio, value $754,374.

    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 60,414 shares
    Change vs previous 13F -103 shares

    9.14% of the 13F portfolio, value $37,112,623.

    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 60,517 shares
    Change vs previous 13F -230 shares

    11.87% of the 13F portfolio, value $36,332,297.

    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 60,747 shares
    Change vs previous 13F -67 shares

    13.21% of the 13F portfolio, value $33,509,000.

    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 60,814 shares
    Change vs previous 13F -130 shares

    11.33% of the 13F portfolio, value $28,517,000.

    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 60,944 shares
    Change vs previous 13F -876 shares

    12.7% of the 13F portfolio, value $31,156,000.

    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 61,820 shares
    Change vs previous 13F not available

    15.58% of the 13F portfolio, value $30,172,000.

    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).