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Disclosery

BankPlus Trust Department: DIAL position timeline

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

BankPlus Trust Department held 84,891 DIAL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,891 shares
    Change vs previous 13F +8,799 shares

    0.69% of the 13F portfolio, value $1,542,473.

    13F-HR 0002085853-26-000765 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 76,092 shares
    Change vs previous 13F +17,690 shares

    0.71% of the 13F portfolio, value $1,375,706.

    13F-HR 0002085853-26-000450 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 58,402 shares
    Change vs previous 13F +7,186 shares

    0.59% of the 13F portfolio, value $1,071,929.

    13F-HR 0002085853-26-000198 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 51,216 shares
    Change vs previous 13F +1,722 shares

    0.56% of the 13F portfolio, value $944,937.

    13F-HR 0002085853-25-000194 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 49,494 shares
    Change vs previous 13F +10,725 shares

    0.6% of the 13F portfolio, value $901,293.

    13F-HR 0001667731-25-000841 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 38,769 shares
    Change vs previous 13F +9,370 shares

    0.51% of the 13F portfolio, value $693,167.

    13F-HR 0001667731-25-000524 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 29,399 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $515,374.

    13F-HR 0001667731-25-000077 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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