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Disclosery

BankPlus Trust Department: META position timeline

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

BankPlus Trust Department held 2,085 META 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 2,085 shares
    Change vs previous 13F +789 shares

    0.18% of the 13F portfolio, value $1,175,091.

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

    • BankPlus Trust Department: 1,142 shares
    • BankPlus Wealth Management LLC: 943 shares

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

  2. period ended2026-03-31
    13F 1,296 shares
    Change vs previous 13F -961 shares

    0.13% of the 13F portfolio, value $741,892.

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

    • BankPlus Trust Department: 558 shares
    • BankPlus Wealth Management LLC: 738 shares

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

  3. period ended2025-12-31
    13F 2,257 shares
    Change vs previous 13F +1,032 shares

    0.26% of the 13F portfolio, value $1,490,109.

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

    • BankPlus Trust Department: 1,555 shares
    • BankPlus Wealth Management LLC: 702 shares

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

  4. period ended2025-09-30
    13F 1,225 shares
    Change vs previous 13F +360 shares

    0.17% of the 13F portfolio, value $900,513.

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

    • BankPlus Trust Department: 529 shares
    • BankPlus Wealth Management LLC: 696 shares

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

  5. period ended2025-06-30
    13F 865 shares
    Change vs previous 13F +7 shares

    0.13% of the 13F portfolio, value $639,212.

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

    • BankPlus Trust Department: 422 shares
    • BankPlus Wealth Management LLC: 443 shares

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

  6. period ended2025-03-31
    13F 858 shares
    Change vs previous 13F +100 shares

    0.11% of the 13F portfolio, value $495,001.

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

    • BankPlus Trust Department: 421 shares
    • BankPlus Wealth Management LLC: 437 shares

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

  7. period ended2024-12-31
    13F 758 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $444,175.

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

    • BankPlus Trust Department: 355 shares
    • BankPlus Wealth Management LLC: 403 shares

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