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Disclosery

BankPlus Trust Department: PM position timeline

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

BankPlus Trust Department held 1,677 PM 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 1,677 shares
    Change vs previous 13F -113 shares

    0.07% of the 13F portfolio, value $303,386.

    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 1,790 shares
    Change vs previous 13F -130 shares

    0.08% of the 13F portfolio, value $295,959.

    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 1,920 shares
    Change vs previous 13F -160 shares

    0.08% of the 13F portfolio, value $307,968.

    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 2,080 shares
    Change vs previous 13F -126 shares

    0.09% of the 13F portfolio, value $337,376.

    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 2,206 shares
    Change vs previous 13F -218 shares

    0.12% of the 13F portfolio, value $401,779.

    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 2,424 shares
    Change vs previous 13F -95 shares

    0.13% of the 13F portfolio, value $384,762.

    13F-HR 0002047270-25-000004 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).

  7. period ended2024-12-31
    13F 2,519 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $303,162.

    13F-HR 0002047270-25-000001 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).