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Disclosery

BankPlus Trust Department: QQQ position timeline

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

BankPlus Trust Department held 7,530 QQQ 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 7,530 shares
    Change vs previous 13F -30 shares

    0.85% of the 13F portfolio, value $5,544,683.

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

    • BankPlus Trust Department: 6,428 shares
    • BankPlus Wealth Management LLC: 1,102 shares

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

  2. period ended2026-03-31
    13F 7,560 shares
    Change vs previous 13F -580 shares

    0.77% of the 13F portfolio, value $4,363,161.

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

    • BankPlus Trust Department: 6,449 shares
    • BankPlus Wealth Management LLC: 1,111 shares

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

  3. period ended2025-12-31
    13F 8,140 shares
    Change vs previous 13F -332 shares

    0.89% of the 13F portfolio, value $5,000,477.

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

    • BankPlus Trust Department: 7,029 shares
    • BankPlus Wealth Management LLC: 1,111 shares

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

  4. period ended2025-09-30
    13F 8,472 shares
    Change vs previous 13F -190 shares

    0.94% of the 13F portfolio, value $5,086,421.

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

    • BankPlus Trust Department: 7,346 shares
    • BankPlus Wealth Management LLC: 1,126 shares

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

  5. period ended2025-06-30
    13F 8,662 shares
    Change vs previous 13F +1,407 shares

    0.98% of the 13F portfolio, value $4,778,186.

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

    • BankPlus Trust Department: 7,558 shares
    • BankPlus Wealth Management LLC: 1,104 shares

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

  6. period ended2025-03-31
    13F 7,255 shares
    Change vs previous 13F -68 shares

    0.78% of the 13F portfolio, value $3,402,126.

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

    • BankPlus Trust Department: 6,152 shares
    • BankPlus Wealth Management LLC: 1,103 shares

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

  7. period ended2024-12-31
    13F 7,323 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $3,743,858.

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

    • BankPlus Trust Department: 6,220 shares
    • BankPlus Wealth Management LLC: 1,103 shares

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