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Disclosery

BankPlus Trust Department: EFG position timeline

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

BankPlus Trust Department held 32,969 EFG 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 32,969 shares
    Change vs previous 13F -723 shares

    1.85% of the 13F portfolio, value $4,102,631.

    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 33,692 shares
    Change vs previous 13F +1,405 shares

    1.94% of the 13F portfolio, value $3,752,399.

    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 32,287 shares
    Change vs previous 13F +1,337 shares

    2.03% of the 13F portfolio, value $3,678,258.

    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 30,950 shares
    Change vs previous 13F +1,433 shares

    2.08% of the 13F portfolio, value $3,524,500.

    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 29,517 shares
    Change vs previous 13F +2,156 shares

    2.19% of the 13F portfolio, value $3,305,852.

    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 27,361 shares
    Change vs previous 13F +1,793 shares

    2.01% of the 13F portfolio, value $2,735,890.

    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 25,568 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $2,475,550.

    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).