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Disclosery

BankPlus Trust Department: BRK-B position timeline

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

BankPlus Trust Department held 7,581 BRK-B 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 7,581 shares
    Change vs previous 13F +448 shares

    0.58% of the 13F portfolio, value $3,793,458.

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

    • BankPlus Trust Department: 6,512 shares
    • BankPlus Wealth Management LLC: 1,069 shares

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

  2. period ended2026-03-31
    13F 7,133 shares
    Change vs previous 13F +1,983 shares

    0.6% of the 13F portfolio, value $3,418,132.

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

    • BankPlus Trust Department: 6,263 shares
    • BankPlus Wealth Management LLC: 870 shares

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

  3. period ended2025-12-31
    13F 5,150 shares
    Change vs previous 13F +416 shares

    0.68% of the 13F portfolio, value $2,588,648.

    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 4,734 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,379,971.

    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 4,734 shares
    Change vs previous 13F -41 shares

    0.68% of the 13F portfolio, value $2,299,635.

    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 4,775 shares
    Change vs previous 13F +59 shares

    0.85% of the 13F portfolio, value $2,543,070.

    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 4,716 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,137,668.

    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).