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Disclosery

BankPlus Trust Department: SHY position timeline

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

BankPlus Trust Department held 5,641 SHY 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 5,641 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $463,183.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    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 5,641 shares
    Change vs previous 13F -126 shares

    0.12% of the 13F portfolio, value $465,778.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    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 5,767 shares
    Change vs previous 13F +216 shares

    0.12% of the 13F portfolio, value $477,623.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    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 5,551 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $460,511.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    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 5,551 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $459,956.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    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 5,551 shares
    Change vs previous 13F +3,445 shares

    0.15% of the 13F portfolio, value $459,234.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    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 2,106 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $172,650.

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

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