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Disclosery

BankPlus Trust Department: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BankPlus Trust Department on AAPL, newest first. How the timeline and the estimate are built.

BankPlus Trust Department held 64,152 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,152 shares
    Change vs previous 13F -228 shares

    2.86% of the 13F portfolio, value $18,563,616.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 40,657 shares
    • BankPlus Wealth Management LLC: 23,495 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,380 shares
    Change vs previous 13F -5,889 shares

    2.88% of the 13F portfolio, value $16,339,722.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 40,870 shares
    • BankPlus Wealth Management LLC: 23,510 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 70,269 shares
    Change vs previous 13F -2,924 shares

    3.39% of the 13F portfolio, value $19,103,735.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 45,542 shares
    • BankPlus Wealth Management LLC: 24,727 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 73,193 shares
    Change vs previous 13F +538 shares

    3.43% of the 13F portfolio, value $18,637,585.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 48,269 shares
    • BankPlus Wealth Management LLC: 24,924 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 72,655 shares
    Change vs previous 13F -543 shares

    3.05% of the 13F portfolio, value $14,906,716.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 49,132 shares
    • BankPlus Wealth Management LLC: 23,523 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 73,198 shares
    Change vs previous 13F -1,572 shares

    3.73% of the 13F portfolio, value $16,259,075.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 49,375 shares
    • BankPlus Wealth Management LLC: 23,823 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 74,770 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $18,723,797.

    13F-HR 0002047270-25-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 50,369 shares
    • BankPlus Wealth Management LLC: 24,401 shares

    Acceptance time not in the bulk data set (spec §4.2).