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Disclosery

BankPlus Trust Department: AXP position timeline

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

BankPlus Trust Department held 7,629 AXP 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 7,629 shares
    Change vs previous 13F -23 shares

    0.6% of the 13F portfolio, value $2,580,509.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    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 7,652 shares
    Change vs previous 13F +3,200 shares

    0.62% of the 13F portfolio, value $2,314,577.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    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 4,452 shares
    Change vs previous 13F +1,600 shares

    0.43% of the 13F portfolio, value $1,647,017.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    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 2,852 shares
    Change vs previous 13F +29 shares

    0.25% of the 13F portfolio, value $947,320.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    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 2,823 shares
    Change vs previous 13F +1,512 shares

    0.27% of the 13F portfolio, value $900,481.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    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 1,311 shares
    Change vs previous 13F +83 shares

    0.12% of the 13F portfolio, value $352,725.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    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 1,228 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $364,458.

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

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