Skip to content
Disclosery

BankPlus Trust Department: LQD position timeline

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

BankPlus Trust Department held 36,354 LQD 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 36,354 shares
    Change vs previous 13F +3,836 shares

    0.61% of the 13F portfolio, value $3,965,401.

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

    • BankPlus Trust Department: 199 shares
    • BankPlus Wealth Management LLC: 36,155 shares

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

  2. period ended2026-03-31
    13F 32,518 shares
    Change vs previous 13F +7,465 shares

    1.83% of the 13F portfolio, value $3,544,234.

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

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

  3. period ended2025-12-31
    13F 25,053 shares
    Change vs previous 13F +2,355 shares

    1.52% of the 13F portfolio, value $2,760,712.

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

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

  4. period ended2025-09-30
    13F 22,698 shares
    Change vs previous 13F +2,328 shares

    1.49% of the 13F portfolio, value $2,530,422.

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

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

  5. period ended2025-06-30
    13F 20,370 shares
    Change vs previous 13F +3,873 shares

    1.48% of the 13F portfolio, value $2,232,651.

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

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

  6. period ended2025-03-31
    13F 16,497 shares
    Change vs previous 13F +4,536 shares

    1.32% of the 13F portfolio, value $1,793,157.

    13F-HR 0001667731-25-000524 filed by BankPlus Wealth Management LLC
    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 11,961 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,277,824.

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

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