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BankPlus Trust Department: COST position timeline

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

BankPlus Trust Department held 2,271 COST 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 2,271 shares
    Change vs previous 13F +7 shares

    0.33% of the 13F portfolio, value $2,124,868.

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

    • BankPlus Trust Department: 1,571 shares
    • BankPlus Wealth Management LLC: 700 shares

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

  2. period ended2026-03-31
    13F 2,264 shares
    Change vs previous 13F +47 shares

    0.4% of the 13F portfolio, value $2,257,635.

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

    • BankPlus Trust Department: 1,582 shares
    • BankPlus Wealth Management LLC: 682 shares

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

  3. period ended2025-12-31
    13F 2,217 shares
    Change vs previous 13F -84 shares

    0.34% of the 13F portfolio, value $1,912,748.

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

    • BankPlus Trust Department: 1,528 shares
    • BankPlus Wealth Management LLC: 689 shares

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

  4. period ended2025-09-30
    13F 2,301 shares
    Change vs previous 13F -12 shares

    0.39% of the 13F portfolio, value $2,131,163.

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

    • BankPlus Trust Department: 1,612 shares
    • BankPlus Wealth Management LLC: 689 shares

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

  5. period ended2025-06-30
    13F 2,313 shares
    Change vs previous 13F +162 shares

    0.47% of the 13F portfolio, value $2,290,653.

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

    • BankPlus Trust Department: 1,630 shares
    • BankPlus Wealth Management LLC: 683 shares

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

  6. period ended2025-03-31
    13F 2,151 shares
    Change vs previous 13F -27 shares

    0.47% of the 13F portfolio, value $2,035,788.

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

    • BankPlus Trust Department: 1,470 shares
    • BankPlus Wealth Management LLC: 681 shares

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

  7. period ended2024-12-31
    13F 2,178 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,996,661.

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

    • BankPlus Trust Department: 1,477 shares
    • BankPlus Wealth Management LLC: 701 shares

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