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Disclosery

BankPlus Trust Department: SPYM position timeline

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

BankPlus Trust Department held 15,635 SPYM 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 15,635 shares
    Change vs previous 13F -1,183 shares

    0.32% of the 13F portfolio, value $1,374,004.

    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 16,818 shares
    Change vs previous 13F -3,943 shares

    0.34% of the 13F portfolio, value $1,287,250.

    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 20,761 shares
    Change vs previous 13F -4,247 shares

    0.44% of the 13F portfolio, value $1,665,447.

    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 25,008 shares
    Change vs previous 13F -6,342 shares

    0.52% of the 13F portfolio, value $1,959,127.

    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 31,350 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,278,832.

    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).