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Disclosery

BankPlus Trust Department: SPEM position timeline

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

BankPlus Trust Department held 58,104 SPEM 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 58,104 shares
    Change vs previous 13F +8,954 shares

    0.46% of the 13F portfolio, value $3,008,728.

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

    • BankPlus Trust Department: 339 shares
    • BankPlus Wealth Management LLC: 57,765 shares

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

  2. period ended2026-03-31
    13F 49,150 shares
    Change vs previous 13F +7,745 shares

    1.19% of the 13F portfolio, value $2,305,993.

    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 41,405 shares
    Change vs previous 13F +4,676 shares

    1.07% of the 13F portfolio, value $1,938,548.

    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 36,729 shares
    Change vs previous 13F +10,217 shares

    1.01% of the 13F portfolio, value $1,719,186.

    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 26,512 shares
    Change vs previous 13F +7,616 shares

    0.75% of the 13F portfolio, value $1,133,029.

    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 18,896 shares
    Change vs previous 13F +4,577 shares

    0.55% of the 13F portfolio, value $743,962.

    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 14,319 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $549,444.

    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).