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Disclosery

BankPlus Trust Department: PULS position timeline

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

BankPlus Trust Department held 16,776 PULS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,776 shares
    Change vs previous 13F -2,728 shares

    0.37% of the 13F portfolio, value $831,262.

    13F-HR 0002085853-26-000765 filed by BankPlus Wealth Management LLC
    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 19,504 shares
    Change vs previous 13F +4,990 shares

    0.5% of the 13F portfolio, value $965,527.

    13F-HR 0002085853-26-000450 filed by BankPlus Wealth Management LLC
    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 14,514 shares
    Change vs previous 13F +8,005 shares

    0.4% of the 13F portfolio, value $719,796.

    13F-HR 0002085853-26-000198 filed by BankPlus Wealth Management LLC
    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 6,509 shares
    Change vs previous 13F +1,817 shares

    0.19% of the 13F portfolio, value $324,310.

    13F-HR 0002085853-25-000194 filed by BankPlus Wealth Management LLC
    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 4,692 shares
    Change vs previous 13F +381 shares

    0.15% of the 13F portfolio, value $233,455.

    13F-HR 0001667731-25-000841 filed by BankPlus Wealth Management LLC
    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 4,311 shares
    Change vs previous 13F +232 shares

    0.16% of the 13F portfolio, value $214,405.

    13F-HR 0001667731-25-000524 filed by BankPlus Wealth Management LLC
    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 4,079 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $202,105.

    13F-HR 0001667731-25-000077 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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