Skip to content
Disclosery

BankPlus Trust Department: SHYG position timeline

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

BankPlus Trust Department held 8,843 SHYG 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 8,843 shares
    Change vs previous 13F +105 shares

    0.17% of the 13F portfolio, value $375,018.

    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).

  2. period ended2026-03-31
    13F 8,738 shares
    Change vs previous 13F +2,878 shares

    0.19% of the 13F portfolio, value $369,696.

    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 5,860 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $251,213.

    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).