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BankPlus Trust Department: DGX position timeline

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

BankPlus Trust Department held 14,810 DGX 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 14,810 shares
    Change vs previous 13F +481 shares

    0.48% of the 13F portfolio, value $3,139,343.

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

    • BankPlus Trust Department: 12,236 shares
    • BankPlus Wealth Management LLC: 2,574 shares

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

  2. period ended2026-03-31
    13F 14,329 shares
    Change vs previous 13F -1,420 shares

    0.49% of the 13F portfolio, value $2,808,603.

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

    • BankPlus Trust Department: 11,805 shares
    • BankPlus Wealth Management LLC: 2,524 shares

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

  3. period ended2025-12-31
    13F 15,749 shares
    Change vs previous 13F +67 shares

    0.49% of the 13F portfolio, value $2,733,132.

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

    • BankPlus Trust Department: 13,203 shares
    • BankPlus Wealth Management LLC: 2,546 shares

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

  4. period ended2025-09-30
    13F 15,682 shares
    Change vs previous 13F +928 shares

    0.55% of the 13F portfolio, value $2,988,634.

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

    • BankPlus Trust Department: 13,065 shares
    • BankPlus Wealth Management LLC: 2,617 shares

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

  5. period ended2025-06-30
    13F 14,754 shares
    Change vs previous 13F +808 shares

    0.54% of the 13F portfolio, value $2,650,327.

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

    • BankPlus Trust Department: 12,289 shares
    • BankPlus Wealth Management LLC: 2,465 shares

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

  6. period ended2025-03-31
    13F 13,946 shares
    Change vs previous 13F +1,013 shares

    0.54% of the 13F portfolio, value $2,359,822.

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

    • BankPlus Trust Department: 11,536 shares
    • BankPlus Wealth Management LLC: 2,410 shares

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

  7. period ended2024-12-31
    13F 12,933 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,951,067.

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

    • BankPlus Trust Department: 10,582 shares
    • BankPlus Wealth Management LLC: 2,351 shares

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