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CIK 0001800586 • 3 13F filings • Apr 10, 2026 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("briaud-financial-planning-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001951757-25-001455 |
| $306.0M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001091 | $380.2M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001908380-25-000002 | $254K | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000584 | $381.4M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001842974-25-000013 | $252K | View |