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Disclosery

BankPlus Trust Department: EW position timeline

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

BankPlus Trust Department held 14,719 EW 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 14,719 shares
    Change vs previous 13F +249 shares

    0.2% of the 13F portfolio, value $1,331,482.

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

    • BankPlus Trust Department: 12,075 shares
    • BankPlus Wealth Management LLC: 2,644 shares

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

  2. period ended2026-03-31
    13F 14,470 shares
    Change vs previous 13F +254 shares

    0.2% of the 13F portfolio, value $1,158,758.

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

    • BankPlus Trust Department: 11,875 shares
    • BankPlus Wealth Management LLC: 2,595 shares

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

  3. period ended2025-12-31
    13F 14,216 shares
    Change vs previous 13F +2,492 shares

    0.22% of the 13F portfolio, value $1,211,919.

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

    • BankPlus Trust Department: 11,795 shares
    • BankPlus Wealth Management LLC: 2,421 shares

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

  4. period ended2025-09-30
    13F 11,724 shares
    Change vs previous 13F -183 shares

    0.24% of the 13F portfolio, value $911,775.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    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 11,907 shares
    Change vs previous 13F +391 shares

    0.28% of the 13F portfolio, value $931,246.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    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 11,516 shares
    Change vs previous 13F +115 shares

    0.28% of the 13F portfolio, value $834,680.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    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 11,401 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $844,016.

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

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