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BankPlus Trust Department: PG position timeline

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

BankPlus Trust Department held 24,463 PG 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 24,463 shares
    Change vs previous 13F -1,213 shares

    0.55% of the 13F portfolio, value $3,586,962.

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

    • BankPlus Trust Department: 16,725 shares
    • BankPlus Wealth Management LLC: 7,738 shares

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

  2. period ended2026-03-31
    13F 25,676 shares
    Change vs previous 13F -5,815 shares

    0.65% of the 13F portfolio, value $3,708,416.

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

    • BankPlus Trust Department: 17,548 shares
    • BankPlus Wealth Management LLC: 8,128 shares

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

  3. period ended2025-12-31
    13F 31,491 shares
    Change vs previous 13F -2,332 shares

    0.8% of the 13F portfolio, value $4,513,252.

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

    • BankPlus Trust Department: 21,763 shares
    • BankPlus Wealth Management LLC: 9,728 shares

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

  4. period ended2025-09-30
    13F 33,823 shares
    Change vs previous 13F +75 shares

    0.96% of the 13F portfolio, value $5,196,947.

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

    • BankPlus Trust Department: 24,072 shares
    • BankPlus Wealth Management LLC: 9,751 shares

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

  5. period ended2025-06-30
    13F 33,748 shares
    Change vs previous 13F +1,142 shares

    1.1% of the 13F portfolio, value $5,376,741.

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

    • BankPlus Trust Department: 24,234 shares
    • BankPlus Wealth Management LLC: 9,514 shares

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

  6. period ended2025-03-31
    13F 32,606 shares
    Change vs previous 13F +513 shares

    1.27% of the 13F portfolio, value $5,556,574.

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

    • BankPlus Trust Department: 23,262 shares
    • BankPlus Wealth Management LLC: 9,344 shares

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

  7. period ended2024-12-31
    13F 32,093 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $5,380,025.

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

    • BankPlus Trust Department: 22,856 shares
    • BankPlus Wealth Management LLC: 9,237 shares

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