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Disclosery

BankPlus Trust Department: SCHA position timeline

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

BankPlus Trust Department held 61,353 SCHA 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 61,353 shares
    Change vs previous 13F +7,849 shares

    0.34% of the 13F portfolio, value $2,217,240.

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

    • BankPlus Trust Department: 307 shares
    • BankPlus Wealth Management LLC: 61,046 shares

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

  2. period ended2026-03-31
    13F 53,504 shares
    Change vs previous 13F +7,489 shares

    0.8% of the 13F portfolio, value $1,556,170.

    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 46,015 shares
    Change vs previous 13F +4,292 shares

    0.72% of the 13F portfolio, value $1,310,555.

    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 41,723 shares
    Change vs previous 13F +10,843 shares

    0.69% of the 13F portfolio, value $1,164,187.

    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 30,880 shares
    Change vs previous 13F -9,115 shares

    0.52% of the 13F portfolio, value $781,270.

    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 39,995 shares
    Change vs previous 13F +27,289 shares

    0.69% of the 13F portfolio, value $937,098.

    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 12,706 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $328,552.

    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).