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Disclosery

BankPlus Trust Department: PFE position timeline

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

BankPlus Trust Department held 12,552 PFE 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 12,552 shares
    Change vs previous 13F -4,313 shares

    0.07% of the 13F portfolio, value $302,252.

    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 16,865 shares
    Change vs previous 13F -64,950 shares

    0.13% of the 13F portfolio, value $473,569.

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

    • BankPlus Trust Department: 16,865 shares
    • BankPlus Wealth Management LLC: 0 shares

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

  3. period ended2025-12-31
    13F 81,815 shares
    Change vs previous 13F -564 shares

    0.36% of the 13F portfolio, value $2,037,099.

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

    • BankPlus Trust Department: 63,365 shares
    • BankPlus Wealth Management LLC: 18,450 shares

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

  4. period ended2025-09-30
    13F 82,379 shares
    Change vs previous 13F +330 shares

    0.39% of the 13F portfolio, value $2,098,974.

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

    • BankPlus Trust Department: 63,304 shares
    • BankPlus Wealth Management LLC: 19,075 shares

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

  5. period ended2025-06-30
    13F 82,049 shares
    Change vs previous 13F +8,119 shares

    0.41% of the 13F portfolio, value $1,988,846.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 64,219 shares
    • BankPlus Wealth Management LLC: 17,830 shares

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

  6. period ended2025-03-31
    13F 73,930 shares
    Change vs previous 13F +10,070 shares

    0.43% of the 13F portfolio, value $1,873,354.

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

    • BankPlus Trust Department: 57,471 shares
    • BankPlus Wealth Management LLC: 16,459 shares

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

  7. period ended2024-12-31
    13F 63,860 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,694,176.

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

    • BankPlus Trust Department: 48,865 shares
    • BankPlus Wealth Management LLC: 14,995 shares

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