Skip to content
Disclosery

BankPlus Trust Department: PEP position timeline

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

BankPlus Trust Department held 2,347 PEP 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 2,347 shares
    Change vs previous 13F -53 shares

    0.07% of the 13F portfolio, value $317,784.

    13F-HR 0002047270-26-000003 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).

  2. period ended2026-03-31
    13F 2,400 shares
    Change vs previous 13F -322 shares

    0.1% of the 13F portfolio, value $372,696.

    13F-HR 0002047270-26-000002 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).

  3. period ended2025-12-31
    13F 2,722 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $390,661.

    13F-HR 0002047270-26-000001 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).

  4. period ended2025-09-30
    13F 2,722 shares
    Change vs previous 13F +118 shares

    0.1% of the 13F portfolio, value $382,278.

    13F-HR 0002047270-25-000009 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).

  5. period ended2025-06-30
    13F 2,604 shares
    Change vs previous 13F -9 shares

    0.1% of the 13F portfolio, value $343,832.

    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 2,613 shares
    Change vs previous 13F -6,287 shares

    0.13% of the 13F portfolio, value $391,793.

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

    • BankPlus Trust Department: 2,613 shares
    • BankPlus Wealth Management LLC: 0 shares

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

  7. period ended2024-12-31
    13F 8,900 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,353,329.

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

    • BankPlus Trust Department: 6,815 shares
    • BankPlus Wealth Management LLC: 2,085 shares

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