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Disclosery

BankPlus Trust Department: DE position timeline

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

BankPlus Trust Department held 4,056 DE 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 4,056 shares
    Change vs previous 13F +53 shares

    0.4% of the 13F portfolio, value $2,573,940.

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

    • BankPlus Trust Department: 3,108 shares
    • BankPlus Wealth Management LLC: 948 shares

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

  2. period ended2026-03-31
    13F 4,003 shares
    Change vs previous 13F +78 shares

    0.4% of the 13F portfolio, value $2,256,155.

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

    • BankPlus Trust Department: 3,061 shares
    • BankPlus Wealth Management LLC: 942 shares

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

  3. period ended2025-12-31
    13F 3,925 shares
    Change vs previous 13F +192 shares

    0.32% of the 13F portfolio, value $1,828,302.

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

    • BankPlus Trust Department: 3,047 shares
    • BankPlus Wealth Management LLC: 878 shares

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

  4. period ended2025-09-30
    13F 3,733 shares
    Change vs previous 13F +116 shares

    0.31% of the 13F portfolio, value $1,707,230.

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

    • BankPlus Trust Department: 2,905 shares
    • BankPlus Wealth Management LLC: 828 shares

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

  5. period ended2025-06-30
    13F 3,617 shares
    Change vs previous 13F +67 shares

    0.38% of the 13F portfolio, value $1,839,177.

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

    • BankPlus Trust Department: 2,794 shares
    • BankPlus Wealth Management LLC: 823 shares

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

  6. period ended2025-03-31
    13F 3,550 shares
    Change vs previous 13F +156 shares

    0.38% of the 13F portfolio, value $1,666,254.

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

    • BankPlus Trust Department: 2,743 shares
    • BankPlus Wealth Management LLC: 807 shares

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

  7. period ended2024-12-31
    13F 3,394 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,437,887.

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

    • BankPlus Trust Department: 2,660 shares
    • BankPlus Wealth Management LLC: 734 shares

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