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Disclosery

BankPlus Trust Department: SGOV position timeline

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

BankPlus Trust Department held 15,272 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,272 shares
    Change vs previous 13F +10,519 shares

    0.67% of the 13F portfolio, value $1,537,597.

    13F-HR 0002085853-26-001154 filed by BankPlus Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,753 shares
    Change vs previous 13F +42 shares

    0.22% of the 13F portfolio, value $478,494.

    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).

  3. period ended2026-03-31
    13F 4,711 shares
    Change vs previous 13F +27 shares

    0.25% of the 13F portfolio, value $474,234.

    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).

  4. period ended2025-12-31
    13F 4,684 shares
    Change vs previous 13F +61 shares

    0.26% of the 13F portfolio, value $470,189.

    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).

  5. period ended2025-09-30
    13F 4,623 shares
    Change vs previous 13F -2,430 shares

    0.27% of the 13F portfolio, value $465,494.

    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).

  6. period ended2025-06-30
    13F 7,053 shares
    Change vs previous 13F +75 shares

    0.47% of the 13F portfolio, value $710,182.

    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).

  7. period ended2025-03-31
    13F 6,978 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $702,446.

    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).