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Disclosery

BankPlus Trust Department: BMY position timeline

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

BankPlus Trust Department held 39,821 BMY 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 39,821 shares
    Change vs previous 13F +1,064 shares

    0.35% of the 13F portfolio, value $2,294,551.

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

    • BankPlus Trust Department: 32,563 shares
    • BankPlus Wealth Management LLC: 7,258 shares

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

  2. period ended2026-03-31
    13F 38,757 shares
    Change vs previous 13F -7,476 shares

    0.41% of the 13F portfolio, value $2,350,566.

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

    • BankPlus Trust Department: 31,724 shares
    • BankPlus Wealth Management LLC: 7,033 shares

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

  3. period ended2025-12-31
    13F 46,233 shares
    Change vs previous 13F +1,655 shares

    0.44% of the 13F portfolio, value $2,493,823.

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

    • BankPlus Trust Department: 36,082 shares
    • BankPlus Wealth Management LLC: 10,151 shares

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

  4. period ended2025-09-30
    13F 44,578 shares
    Change vs previous 13F +393 shares

    0.37% of the 13F portfolio, value $2,010,494.

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

    • BankPlus Trust Department: 34,099 shares
    • BankPlus Wealth Management LLC: 10,479 shares

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

  5. period ended2025-06-30
    13F 44,185 shares
    Change vs previous 13F +4,051 shares

    0.42% of the 13F portfolio, value $2,045,271.

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

    • BankPlus Trust Department: 34,261 shares
    • BankPlus Wealth Management LLC: 9,924 shares

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

  6. period ended2025-03-31
    13F 40,134 shares
    Change vs previous 13F +3,567 shares

    0.56% of the 13F portfolio, value $2,447,769.

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

    • BankPlus Trust Department: 30,676 shares
    • BankPlus Wealth Management LLC: 9,458 shares

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

  7. period ended2024-12-31
    13F 36,567 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,068,225.

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

    • BankPlus Trust Department: 27,356 shares
    • BankPlus Wealth Management LLC: 9,211 shares

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