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Disclosery

BankPlus Trust Department: BX position timeline

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

BankPlus Trust Department held 21,824 BX 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 21,824 shares
    Change vs previous 13F +744 shares

    0.4% of the 13F portfolio, value $2,567,789.

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

    • BankPlus Trust Department: 17,970 shares
    • BankPlus Wealth Management LLC: 3,854 shares

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

  2. period ended2026-03-31
    13F 21,080 shares
    Change vs previous 13F -2,095 shares

    0.43% of the 13F portfolio, value $2,424,047.

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

    • BankPlus Trust Department: 17,459 shares
    • BankPlus Wealth Management LLC: 3,621 shares

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

  3. period ended2025-12-31
    13F 23,175 shares
    Change vs previous 13F -295 shares

    0.63% of the 13F portfolio, value $3,572,469.

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

    • BankPlus Trust Department: 19,610 shares
    • BankPlus Wealth Management LLC: 3,565 shares

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

  4. period ended2025-09-30
    13F 23,470 shares
    Change vs previous 13F +706 shares

    0.74% of the 13F portfolio, value $4,009,699.

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

    • BankPlus Trust Department: 19,955 shares
    • BankPlus Wealth Management LLC: 3,515 shares

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

  5. period ended2025-06-30
    13F 22,764 shares
    Change vs previous 13F +1,501 shares

    0.7% of the 13F portfolio, value $3,405,045.

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

    • BankPlus Trust Department: 19,445 shares
    • BankPlus Wealth Management LLC: 3,319 shares

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

  6. period ended2025-03-31
    13F 21,263 shares
    Change vs previous 13F +398 shares

    0.68% of the 13F portfolio, value $2,972,133.

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

    • BankPlus Trust Department: 18,044 shares
    • BankPlus Wealth Management LLC: 3,219 shares

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

  7. period ended2024-12-31
    13F 20,865 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $3,597,514.

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

    • BankPlus Trust Department: 17,700 shares
    • BankPlus Wealth Management LLC: 3,165 shares

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