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Disclosery

BankPlus Trust Department: INTU position timeline

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

BankPlus Trust Department held 68 INTU 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 68 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $17,748.

    13F-HR 0002047270-26-000003 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).

  2. period ended2026-03-31
    13F 68 shares
    Change vs previous 13F -3,623 shares

    0.01% of the 13F portfolio, value $29,402.

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

    • BankPlus Trust Department: 68 shares
    • BankPlus Wealth Management LLC: 0 shares

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

  3. period ended2025-12-31
    13F 3,691 shares
    Change vs previous 13F +473 shares

    0.43% of the 13F portfolio, value $2,446,288.

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

    • BankPlus Trust Department: 2,978 shares
    • BankPlus Wealth Management LLC: 713 shares

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

  4. period ended2025-09-30
    13F 3,218 shares
    Change vs previous 13F +8 shares

    0.4% of the 13F portfolio, value $2,198,357.

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

    • BankPlus Trust Department: 2,627 shares
    • BankPlus Wealth Management LLC: 591 shares

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

  5. period ended2025-06-30
    13F 3,210 shares
    Change vs previous 13F +328 shares

    0.52% of the 13F portfolio, value $2,528,726.

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

    • BankPlus Trust Department: 2,627 shares
    • BankPlus Wealth Management LLC: 583 shares

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

  6. period ended2025-03-31
    13F 2,882 shares
    Change vs previous 13F +2,785 shares

    0.41% of the 13F portfolio, value $1,769,524.

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

    • BankPlus Trust Department: 2,357 shares
    • BankPlus Wealth Management LLC: 525 shares

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

  7. period ended2024-12-31
    13F 97 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $60,965.

    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).