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Disclosery

BankPlus Trust Department: IWM position timeline

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

BankPlus Trust Department held 22,654 IWM 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 22,654 shares
    Change vs previous 13F -317 shares

    1.05% of the 13F portfolio, value $6,807,471.

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

    • BankPlus Trust Department: 6,511 shares
    • BankPlus Wealth Management LLC: 16,143 shares

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

  2. period ended2026-03-31
    13F 22,971 shares
    Change vs previous 13F +550 shares

    1% of the 13F portfolio, value $5,697,934.

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

    • BankPlus Trust Department: 6,511 shares
    • BankPlus Wealth Management LLC: 16,460 shares

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

  3. period ended2025-12-31
    13F 22,421 shares
    Change vs previous 13F +720 shares

    0.98% of the 13F portfolio, value $5,519,244.

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

    • BankPlus Trust Department: 6,511 shares
    • BankPlus Wealth Management LLC: 15,910 shares

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

  4. period ended2025-09-30
    13F 21,701 shares
    Change vs previous 13F +786 shares

    0.97% of the 13F portfolio, value $5,252,321.

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

    • BankPlus Trust Department: 6,511 shares
    • BankPlus Wealth Management LLC: 15,190 shares

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

  5. period ended2025-06-30
    13F 20,915 shares
    Change vs previous 13F +3,549 shares

    0.92% of the 13F portfolio, value $4,513,667.

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

    • BankPlus Trust Department: 6,511 shares
    • BankPlus Wealth Management LLC: 14,404 shares

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

  6. period ended2025-03-31
    13F 17,366 shares
    Change vs previous 13F -2,144 shares

    0.79% of the 13F portfolio, value $3,464,150.

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

    • BankPlus Trust Department: 7,988 shares
    • BankPlus Wealth Management LLC: 9,378 shares

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

  7. period ended2024-12-31
    13F 19,510 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,310,754.

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

    • BankPlus Trust Department: 7,716 shares
    • BankPlus Wealth Management LLC: 11,794 shares

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