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Disclosery

BankPlus Trust Department: SPY position timeline

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

BankPlus Trust Department held 7,477 SPY 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 7,477 shares
    Change vs previous 13F +288 shares

    0.86% of the 13F portfolio, value $5,584,770.

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

    • BankPlus Trust Department: 2,375 shares
    • BankPlus Wealth Management LLC: 5,102 shares

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

  2. period ended2026-03-31
    13F 7,189 shares
    Change vs previous 13F -206 shares

    0.82% of the 13F portfolio, value $4,675,563.

    13F-HR 0002085853-26-000450 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 2,057 shares
    • BankPlus Wealth Management LLC: 5,132 shares

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

  3. period ended2025-12-31
    13F 7,395 shares
    Change vs previous 13F -202 shares

    0.89% of the 13F portfolio, value $5,042,489.

    13F-HR 0002085853-26-000198 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 2,110 shares
    • BankPlus Wealth Management LLC: 5,285 shares

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

  4. period ended2025-09-30
    13F 7,597 shares
    Change vs previous 13F -134 shares

    0.93% of the 13F portfolio, value $5,061,193.

    13F-HR 0002085853-25-000194 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 2,121 shares
    • BankPlus Wealth Management LLC: 5,476 shares

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

  5. period ended2025-06-30
    13F 7,731 shares
    Change vs previous 13F +1,199 shares

    0.98% of the 13F portfolio, value $4,777,209.

    13F-HR 0001667731-25-000841 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 2,144 shares
    • BankPlus Wealth Management LLC: 5,587 shares

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

  6. period ended2025-03-31
    13F 6,532 shares
    Change vs previous 13F -415 shares

    0.84% of the 13F portfolio, value $3,653,924.

    13F-HR 0001667731-25-000524 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 919 shares
    • BankPlus Wealth Management LLC: 5,613 shares

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

  7. period ended2024-12-31
    13F 6,947 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $4,071,407.

    13F-HR 0001667731-25-000077 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 898 shares
    • BankPlus Wealth Management LLC: 6,049 shares

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