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Disclosery

BankPlus Trust Department: MLI position timeline

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

BankPlus Trust Department held 16,776 MLI 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 16,776 shares
    Change vs previous 13F -1,486 shares

    0.32% of the 13F portfolio, value $2,062,545.

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

    • BankPlus Trust Department: 12,701 shares
    • BankPlus Wealth Management LLC: 4,075 shares

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

  2. period ended2026-03-31
    13F 18,262 shares
    Change vs previous 13F +1,956 shares

    0.36% of the 13F portfolio, value $2,024,000.

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

    • BankPlus Trust Department: 14,125 shares
    • BankPlus Wealth Management LLC: 4,137 shares

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

  3. period ended2025-12-31
    13F 16,306 shares
    Change vs previous 13F +2,491 shares

    0.33% of the 13F portfolio, value $1,872,111.

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

    • BankPlus Trust Department: 12,284 shares
    • BankPlus Wealth Management LLC: 4,022 shares

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

  4. period ended2025-09-30
    13F 13,815 shares
    Change vs previous 13F +7,450 shares

    0.26% of the 13F portfolio, value $1,396,823.

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

    • BankPlus Trust Department: 10,661 shares
    • BankPlus Wealth Management LLC: 3,154 shares

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

  5. period ended2025-06-30
    13F 6,365 shares
    Change vs previous 13F +834 shares

    0.15% of the 13F portfolio, value $505,827.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    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 5,531 shares
    Change vs previous 13F +1,010 shares

    0.14% of the 13F portfolio, value $421,130.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    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 4,521 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $358,787.

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

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