Skip to content
Disclosery

BankPlus Trust Department: IVV position timeline

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

BankPlus Trust Department held 217,127 IVV 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 217,127 shares
    Change vs previous 13F +1,246 shares

    25.03% of the 13F portfolio, value $162,623,781.

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

    • BankPlus Trust Department: 134,984 shares
    • BankPlus Wealth Management LLC: 82,143 shares

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

  2. period ended2026-03-31
    13F 215,881 shares
    Change vs previous 13F +4,839 shares

    24.84% of the 13F portfolio, value $141,029,089.

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

    • BankPlus Trust Department: 134,877 shares
    • BankPlus Wealth Management LLC: 81,004 shares

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

  3. period ended2025-12-31
    13F 211,042 shares
    Change vs previous 13F +3,252 shares

    25.66% of the 13F portfolio, value $144,561,207.

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

    • BankPlus Trust Department: 134,576 shares
    • BankPlus Wealth Management LLC: 76,466 shares

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

  4. period ended2025-09-30
    13F 207,790 shares
    Change vs previous 13F +1,960 shares

    25.6% of the 13F portfolio, value $139,078,786.

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

    • BankPlus Trust Department: 133,227 shares
    • BankPlus Wealth Management LLC: 74,563 shares

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

  5. period ended2025-06-30
    13F 205,830 shares
    Change vs previous 13F -358 shares

    26.16% of the 13F portfolio, value $127,799,242.

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

    • BankPlus Trust Department: 132,781 shares
    • BankPlus Wealth Management LLC: 73,049 shares

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

  6. period ended2025-03-31
    13F 206,188 shares
    Change vs previous 13F +18,864 shares

    26.58% of the 13F portfolio, value $115,856,089.

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

    • BankPlus Trust Department: 130,899 shares
    • BankPlus Wealth Management LLC: 75,289 shares

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

  7. period ended2024-12-31
    13F 187,324 shares
    Change vs previous 13F not available

    25.12% of the 13F portfolio, value $110,274,280.

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

    • BankPlus Trust Department: 129,279 shares
    • BankPlus Wealth Management LLC: 58,045 shares

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