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BankPlus Trust Department: AJG position timeline

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

BankPlus Trust Department held 7,608 AJG 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 7,608 shares
    Change vs previous 13F +53 shares

    0.27% of the 13F portfolio, value $1,746,677.

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

    • BankPlus Trust Department: 4,723 shares
    • BankPlus Wealth Management LLC: 2,885 shares

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

  2. period ended2026-03-31
    13F 7,555 shares
    Change vs previous 13F -222 shares

    0.29% of the 13F portfolio, value $1,636,261.

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

    • BankPlus Trust Department: 4,698 shares
    • BankPlus Wealth Management LLC: 2,857 shares

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

  3. period ended2025-12-31
    13F 7,777 shares
    Change vs previous 13F -622 shares

    0.36% of the 13F portfolio, value $2,012,815.

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

    • BankPlus Trust Department: 4,731 shares
    • BankPlus Wealth Management LLC: 3,046 shares

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

  4. period ended2025-09-30
    13F 8,399 shares
    Change vs previous 13F -109 shares

    0.48% of the 13F portfolio, value $2,601,596.

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

    • BankPlus Trust Department: 5,237 shares
    • BankPlus Wealth Management LLC: 3,162 shares

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

  5. period ended2025-06-30
    13F 8,508 shares
    Change vs previous 13F +342 shares

    0.56% of the 13F portfolio, value $2,723,531.

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

    • BankPlus Trust Department: 5,334 shares
    • BankPlus Wealth Management LLC: 3,174 shares

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

  6. period ended2025-03-31
    13F 8,166 shares
    Change vs previous 13F -456 shares

    0.65% of the 13F portfolio, value $2,818,998.

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

    • BankPlus Trust Department: 4,925 shares
    • BankPlus Wealth Management LLC: 3,241 shares

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

  7. period ended2024-12-31
    13F 8,622 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,447,303.

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

    • BankPlus Trust Department: 5,292 shares
    • BankPlus Wealth Management LLC: 3,330 shares

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