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BankPlus Trust Department: PGR position timeline

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

BankPlus Trust Department held 28,697 PGR 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 28,697 shares
    Change vs previous 13F +493 shares

    0.96% of the 13F portfolio, value $6,269,197.

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

    • BankPlus Trust Department: 24,881 shares
    • BankPlus Wealth Management LLC: 3,816 shares

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

  2. period ended2026-03-31
    13F 28,204 shares
    Change vs previous 13F -6,004 shares

    0.98% of the 13F portfolio, value $5,591,299.

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

    • BankPlus Trust Department: 24,465 shares
    • BankPlus Wealth Management LLC: 3,739 shares

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

  3. period ended2025-12-31
    13F 34,208 shares
    Change vs previous 13F +1,407 shares

    1.38% of the 13F portfolio, value $7,790,086.

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

    • BankPlus Trust Department: 30,458 shares
    • BankPlus Wealth Management LLC: 3,750 shares

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

  4. period ended2025-09-30
    13F 32,801 shares
    Change vs previous 13F +4,225 shares

    1.49% of the 13F portfolio, value $8,100,582.

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

    • BankPlus Trust Department: 28,963 shares
    • BankPlus Wealth Management LLC: 3,838 shares

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

  5. period ended2025-06-30
    13F 28,576 shares
    Change vs previous 13F +1,512 shares

    1.56% of the 13F portfolio, value $7,626,061.

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

    • BankPlus Trust Department: 24,850 shares
    • BankPlus Wealth Management LLC: 3,726 shares

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

  6. period ended2025-03-31
    13F 27,064 shares
    Change vs previous 13F -1,077 shares

    1.76% of the 13F portfolio, value $7,659,569.

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

    • BankPlus Trust Department: 23,360 shares
    • BankPlus Wealth Management LLC: 3,704 shares

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

  7. period ended2024-12-31
    13F 28,141 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $6,742,993.

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

    • BankPlus Trust Department: 24,353 shares
    • BankPlus Wealth Management LLC: 3,788 shares

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