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Disclosery

BankPlus Trust Department: IWR position timeline

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

BankPlus Trust Department held 26,611 IWR 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 26,611 shares
    Change vs previous 13F -266 shares

    0.45% of the 13F portfolio, value $2,937,078.

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

    • BankPlus Trust Department: 4,437 shares
    • BankPlus Wealth Management LLC: 22,174 shares

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

  2. period ended2026-03-31
    13F 26,877 shares
    Change vs previous 13F +1,234 shares

    0.46% of the 13F portfolio, value $2,613,391.

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

    • BankPlus Trust Department: 4,437 shares
    • BankPlus Wealth Management LLC: 22,440 shares

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

  3. period ended2025-12-31
    13F 25,643 shares
    Change vs previous 13F +498 shares

    0.44% of the 13F portfolio, value $2,469,059.

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

    • BankPlus Trust Department: 4,437 shares
    • BankPlus Wealth Management LLC: 21,206 shares

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

  4. period ended2025-09-30
    13F 25,145 shares
    Change vs previous 13F +409 shares

    0.45% of the 13F portfolio, value $2,427,711.

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

    • BankPlus Trust Department: 4,437 shares
    • BankPlus Wealth Management LLC: 20,708 shares

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

  5. period ended2025-06-30
    13F 24,736 shares
    Change vs previous 13F -66 shares

    0.47% of the 13F portfolio, value $2,275,164.

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

    • BankPlus Trust Department: 4,437 shares
    • BankPlus Wealth Management LLC: 20,299 shares

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

  6. period ended2025-03-31
    13F 24,802 shares
    Change vs previous 13F -2,290 shares

    0.48% of the 13F portfolio, value $2,110,063.

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

    • BankPlus Trust Department: 4,437 shares
    • BankPlus Wealth Management LLC: 20,365 shares

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

  7. period ended2024-12-31
    13F 27,092 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,395,037.

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

    • BankPlus Trust Department: 4,095 shares
    • BankPlus Wealth Management LLC: 22,997 shares

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