Skip to content
Disclosery

BankPlus Trust Department: NFLT position timeline

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

BankPlus Trust Department held 37,692 NFLT 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 37,692 shares
    Change vs previous 13F -409 shares

    0.39% of the 13F portfolio, value $865,041.

    13F-HR 0002085853-26-000765 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).

  2. period ended2026-03-31
    13F 38,101 shares
    Change vs previous 13F +5,334 shares

    0.45% of the 13F portfolio, value $866,804.

    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 32,767 shares
    Change vs previous 13F +9,927 shares

    0.42% of the 13F portfolio, value $754,954.

    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 22,840 shares
    Change vs previous 13F +5,526 shares

    0.31% of the 13F portfolio, value $526,829.

    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 17,314 shares
    Change vs previous 13F +1,131 shares

    0.26% of the 13F portfolio, value $395,281.

    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 16,183 shares
    Change vs previous 13F +143 shares

    0.27% of the 13F portfolio, value $365,250.

    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 16,040 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $360,102.

    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).