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Disclosery

BankPlus Trust Department: BND position timeline

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

BankPlus Trust Department held 3,203 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,203 shares
    Change vs previous 13F -77,893 shares

    0.04% of the 13F portfolio, value $235,076.

    13F-HR 0002085853-26-000765 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 441 shares
    • BankPlus Wealth Management LLC: 2,762 shares

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

  2. period ended2026-03-31
    13F 81,096 shares
    Change vs previous 13F +22,483 shares

    3.09% of the 13F portfolio, value $5,972,543.

    13F-HR 0002085853-26-000450 filed by BankPlus Wealth Management LLC
    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 58,613 shares
    Change vs previous 13F +5,714 shares

    2.4% of the 13F portfolio, value $4,341,605.

    13F-HR 0002085853-26-000198 filed by BankPlus Wealth Management LLC
    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 52,899 shares
    Change vs previous 13F +3,302 shares

    2.32% of the 13F portfolio, value $3,934,052.

    13F-HR 0002085853-25-000194 filed by BankPlus Wealth Management LLC
    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 49,597 shares
    Change vs previous 13F +11,855 shares

    2.42% of the 13F portfolio, value $3,652,001.

    13F-HR 0001667731-25-000841 filed by BankPlus Wealth Management LLC
    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 37,742 shares
    Change vs previous 13F +5,180 shares

    2.04% of the 13F portfolio, value $2,772,144.

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

    • BankPlus Trust Department: 0 shares
    • BankPlus Wealth Management LLC: 37,742 shares

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

  7. period ended2024-12-31
    13F 32,562 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,341,503.

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

    • BankPlus Trust Department: 106 shares
    • BankPlus Wealth Management LLC: 32,456 shares

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