Skip to content
Disclosery

BankPlus Trust Department: QQQM position timeline

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

BankPlus Trust Department held 15,284 QQQM 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 15,284 shares
    Change vs previous 13F +1,840 shares

    0.71% of the 13F portfolio, value $4,635,880.

    13F-HR 0002085853-26-000765 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 737 shares
    • BankPlus Wealth Management LLC: 14,547 shares

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

  2. period ended2026-03-31
    13F 13,444 shares
    Change vs previous 13F +2,099 shares

    0.56% of the 13F portfolio, value $3,196,848.

    13F-HR 0002085853-26-000450 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 577 shares
    • BankPlus Wealth Management LLC: 12,867 shares

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

  3. period ended2025-12-31
    13F 11,345 shares
    Change vs previous 13F +1,358 shares

    0.51% of the 13F portfolio, value $2,871,264.

    13F-HR 0002085853-26-000198 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 577 shares
    • BankPlus Wealth Management LLC: 10,768 shares

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

  4. period ended2025-09-30
    13F 9,987 shares
    Change vs previous 13F +2,617 shares

    0.45% of the 13F portfolio, value $2,468,765.

    13F-HR 0002085853-25-000194 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 172 shares
    • BankPlus Wealth Management LLC: 9,815 shares

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

  5. period ended2025-06-30
    13F 7,370 shares
    Change vs previous 13F +1,598 shares

    0.34% of the 13F portfolio, value $1,673,874.

    13F-HR 0001667731-25-000841 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 172 shares
    • BankPlus Wealth Management LLC: 7,198 shares

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

  6. period ended2025-03-31
    13F 5,772 shares
    Change vs previous 13F +2,297 shares

    0.26% of the 13F portfolio, value $1,113,959.

    13F-HR 0001667731-25-000524 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 172 shares
    • BankPlus Wealth Management LLC: 5,600 shares

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

  7. period ended2024-12-31
    13F 3,475 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $731,204.

    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).