Briaud Financial Planning, Inc
Holdings in PPLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,234,912 | 6,624 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $946,437 | 6,624 | Shares | Sole | 2025-11-25 |
| 2025-06-30 | $813,890 | 6,624 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $818,218 | 8,955 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $743,712 | 8,955 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $815,384 | 9,080 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $830,547 | 9,080 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $758,634 | 9,080 | Shares | Sole | 2024-05-03 |
| 2023-09-30 | $772,816 | 9,242 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $773,093 | 9,242 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $916,274 | 9,966 | Shares | Sole | 2023-05-05 |
| 2022-12-31 | $989,424 | 9,966 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $796,383 | 9,966 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $828,174 | 9,966 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $486,328 | 5,300 | Shares | Sole | 2022-05-03 |
| 2021-06-30 | $211,348 | 2,108 | Shares | Sole | 2021-07-28 |
| 2021-03-31 | $234,641 | 2,108 | Shares | Sole | 2021-05-05 |