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Disclosery

BankPlus Trust Department: IEF position timeline

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

BankPlus Trust Department held 2,594 IEF 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 2,594 shares
    Change vs previous 13F +22 shares

    0.04% of the 13F portfolio, value $245,326.

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

    • BankPlus Trust Department: 335 shares
    • BankPlus Wealth Management LLC: 2,259 shares

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

  2. period ended2026-03-31
    13F 2,572 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $245,441.

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

    • BankPlus Trust Department: 335 shares
    • BankPlus Wealth Management LLC: 2,237 shares

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

  3. period ended2025-12-31
    13F 2,558 shares
    Change vs previous 13F +2,223 shares

    0.04% of the 13F portfolio, value $245,970.

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

    • BankPlus Trust Department: 335 shares
    • BankPlus Wealth Management LLC: 2,223 shares

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

  4. period ended2025-09-30
    13F 335 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $32,314.

    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 335 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $32,083.

    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 335 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $31,949.

    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 335 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,971.

    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).