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Disclosery

BankPlus Trust Department: CRM position timeline

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

BankPlus Trust Department held 3,512 CRM 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 3,512 shares
    Change vs previous 13F -10,674 shares

    0.13% of the 13F portfolio, value $550,190.

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

    • BankPlus Trust Department: 3,512 shares
    • BankPlus Wealth Management LLC: 0 shares

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

  2. period ended2026-03-31
    13F 14,186 shares
    Change vs previous 13F +3,627 shares

    0.47% of the 13F portfolio, value $2,648,379.

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

    • BankPlus Trust Department: 11,482 shares
    • BankPlus Wealth Management LLC: 2,704 shares

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

  3. period ended2025-12-31
    13F 10,559 shares
    Change vs previous 13F +1,053 shares

    0.5% of the 13F portfolio, value $2,797,375.

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

    • BankPlus Trust Department: 8,085 shares
    • BankPlus Wealth Management LLC: 2,474 shares

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

  4. period ended2025-09-30
    13F 9,506 shares
    Change vs previous 13F +174 shares

    0.41% of the 13F portfolio, value $2,253,150.

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

    • BankPlus Trust Department: 7,213 shares
    • BankPlus Wealth Management LLC: 2,293 shares

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

  5. period ended2025-06-30
    13F 9,332 shares
    Change vs previous 13F +200 shares

    0.52% of the 13F portfolio, value $2,544,784.

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

    • BankPlus Trust Department: 7,068 shares
    • BankPlus Wealth Management LLC: 2,264 shares

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

  6. period ended2025-03-31
    13F 9,132 shares
    Change vs previous 13F +166 shares

    0.56% of the 13F portfolio, value $2,450,841.

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

    • BankPlus Trust Department: 6,910 shares
    • BankPlus Wealth Management LLC: 2,222 shares

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

  7. period ended2024-12-31
    13F 8,966 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,997,784.

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

    • BankPlus Trust Department: 6,772 shares
    • BankPlus Wealth Management LLC: 2,194 shares

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