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Disclosery

BankPlus Trust Department: IWF position timeline

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

BankPlus Trust Department held 6,311 IWF 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 6,311 shares
    Change vs previous 13F +4,734 shares

    0.12% of the 13F portfolio, value $783,684.

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

    • BankPlus Trust Department: 4,132 shares
    • BankPlus Wealth Management LLC: 2,179 shares

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

  2. period ended2026-03-31
    13F 1,577 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $672,675.

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

    • BankPlus Trust Department: 1,033 shares
    • BankPlus Wealth Management LLC: 544 shares

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

  3. period ended2025-12-31
    13F 1,577 shares
    Change vs previous 13F -70 shares

    0.13% of the 13F portfolio, value $746,440.

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

    • BankPlus Trust Department: 1,033 shares
    • BankPlus Wealth Management LLC: 544 shares

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

  4. period ended2025-09-30
    13F 1,647 shares
    Change vs previous 13F +60 shares

    0.14% of the 13F portfolio, value $771,739.

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

    • BankPlus Trust Department: 1,081 shares
    • BankPlus Wealth Management LLC: 566 shares

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

  5. period ended2025-06-30
    13F 1,587 shares
    Change vs previous 13F +460 shares

    0.14% of the 13F portfolio, value $673,847.

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

    • BankPlus Trust Department: 1,033 shares
    • BankPlus Wealth Management LLC: 554 shares

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

  6. period ended2025-03-31
    13F 1,127 shares
    Change vs previous 13F -64 shares

    0.14% of the 13F portfolio, value $406,948.

    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 1,191 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $478,282.

    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).