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Disclosery

BankPlus Trust Department: BKAG position timeline

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

BankPlus Trust Department held 9,045 BKAG 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 9,045 shares
    Change vs previous 13F -39,922 shares

    0.09% of the 13F portfolio, value $379,438.

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

    • BankPlus Trust Department: 9,045 shares
    • BankPlus Wealth Management LLC: 0 shares

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

  2. period ended2026-03-31
    13F 48,967 shares
    Change vs previous 13F +2,448 shares

    0.36% of the 13F portfolio, value $2,066,394.

    13F-HR 0002085853-26-000450 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 8,445 shares
    • BankPlus Wealth Management LLC: 40,522 shares

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

  3. period ended2025-12-31
    13F 46,519 shares
    Change vs previous 13F +2,227 shares

    0.35% of the 13F portfolio, value $1,971,652.

    13F-HR 0002085853-26-000198 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 8,040 shares
    • BankPlus Wealth Management LLC: 38,479 shares

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

  4. period ended2025-09-30
    13F 44,292 shares
    Change vs previous 13F +2,674 shares

    0.35% of the 13F portfolio, value $1,886,865.

    13F-HR 0002085853-25-000194 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 6,692 shares
    • BankPlus Wealth Management LLC: 37,600 shares

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

  5. period ended2025-06-30
    13F 41,618 shares
    Change vs previous 13F +2,356 shares

    0.36% of the 13F portfolio, value $1,755,461.

    13F-HR 0001667731-25-000841 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 5,848 shares
    • BankPlus Wealth Management LLC: 35,770 shares

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

  6. period ended2025-03-31
    13F 39,262 shares
    Change vs previous 13F +6,070 shares

    0.38% of the 13F portfolio, value $1,654,045.

    13F-HR 0001667731-25-000524 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 5,686 shares
    • BankPlus Wealth Management LLC: 33,576 shares

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

  7. period ended2024-12-31
    13F 33,192 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,368,183.

    13F-HR 0001667731-25-000077 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,860 shares
    • BankPlus Wealth Management LLC: 28,332 shares

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