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BankPlus Trust Department: IQLT position timeline

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

BankPlus Trust Department held 154,702 IQLT 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 154,702 shares
    Change vs previous 13F +19,992 shares

    1.18% of the 13F portfolio, value $7,665,945.

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

    • BankPlus Trust Department: 27,566 shares
    • BankPlus Wealth Management LLC: 127,136 shares

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

  2. period ended2026-03-31
    13F 134,710 shares
    Change vs previous 13F +22,544 shares

    1.1% of the 13F portfolio, value $6,227,739.

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

    • BankPlus Trust Department: 25,985 shares
    • BankPlus Wealth Management LLC: 108,725 shares

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

  3. period ended2025-12-31
    13F 112,166 shares
    Change vs previous 13F +14,972 shares

    0.9% of the 13F portfolio, value $5,098,046.

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

    • BankPlus Trust Department: 23,867 shares
    • BankPlus Wealth Management LLC: 88,299 shares

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

  4. period ended2025-09-30
    13F 97,194 shares
    Change vs previous 13F +28,840 shares

    0.79% of the 13F portfolio, value $4,294,969.

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

    • BankPlus Trust Department: 19,789 shares
    • BankPlus Wealth Management LLC: 77,405 shares

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

  5. period ended2025-06-30
    13F 68,354 shares
    Change vs previous 13F +19,529 shares

    0.6% of the 13F portfolio, value $2,954,227.

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

    • BankPlus Trust Department: 14,283 shares
    • BankPlus Wealth Management LLC: 54,071 shares

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

  6. period ended2025-03-31
    13F 48,825 shares
    Change vs previous 13F +20,837 shares

    0.44% of the 13F portfolio, value $1,937,865.

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

    • BankPlus Trust Department: 6,029 shares
    • BankPlus Wealth Management LLC: 42,796 shares

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

  7. period ended2024-12-31
    13F 27,988 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,038,917.

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

    • BankPlus Trust Department: 4,669 shares
    • BankPlus Wealth Management LLC: 23,319 shares

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