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Disclosery

BankPlus Trust Department: LMT position timeline

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

BankPlus Trust Department held 7,660 LMT 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 7,660 shares
    Change vs previous 13F +226 shares

    0.6% of the 13F portfolio, value $3,903,430.

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

    • BankPlus Trust Department: 6,414 shares
    • BankPlus Wealth Management LLC: 1,246 shares

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

  2. period ended2026-03-31
    13F 7,434 shares
    Change vs previous 13F -413 shares

    0.79% of the 13F portfolio, value $4,494,300.

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

    • BankPlus Trust Department: 6,237 shares
    • BankPlus Wealth Management LLC: 1,197 shares

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

  3. period ended2025-12-31
    13F 7,847 shares
    Change vs previous 13F -52 shares

    0.67% of the 13F portfolio, value $3,796,434.

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

    • BankPlus Trust Department: 6,566 shares
    • BankPlus Wealth Management LLC: 1,281 shares

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

  4. period ended2025-09-30
    13F 7,899 shares
    Change vs previous 13F -143 shares

    0.73% of the 13F portfolio, value $3,943,463.

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

    • BankPlus Trust Department: 6,594 shares
    • BankPlus Wealth Management LLC: 1,305 shares

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

  5. period ended2025-06-30
    13F 8,042 shares
    Change vs previous 13F +449 shares

    0.76% of the 13F portfolio, value $3,725,257.

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

    • BankPlus Trust Department: 6,642 shares
    • BankPlus Wealth Management LLC: 1,400 shares

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

  6. period ended2025-03-31
    13F 7,593 shares
    Change vs previous 13F +225 shares

    0.78% of the 13F portfolio, value $3,391,456.

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

    • BankPlus Trust Department: 6,122 shares
    • BankPlus Wealth Management LLC: 1,471 shares

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

  7. period ended2024-12-31
    13F 7,368 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $3,580,003.

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

    • BankPlus Trust Department: 5,950 shares
    • BankPlus Wealth Management LLC: 1,418 shares

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