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Disclosery

BankPlus Trust Department: SYY position timeline

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

BankPlus Trust Department held 23,808 SYY 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 23,808 shares
    Change vs previous 13F +1,356 shares

    0.31% of the 13F portfolio, value $1,989,835.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 19,433 shares
    • BankPlus Wealth Management LLC: 4,375 shares

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

  2. period ended2026-03-31
    13F 22,452 shares
    Change vs previous 13F -3,190 shares

    0.28% of the 13F portfolio, value $1,601,440.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 18,211 shares
    • BankPlus Wealth Management LLC: 4,241 shares

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

  3. period ended2025-12-31
    13F 25,642 shares
    Change vs previous 13F -667 shares

    0.34% of the 13F portfolio, value $1,889,675.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 20,889 shares
    • BankPlus Wealth Management LLC: 4,753 shares

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

  4. period ended2025-09-30
    13F 26,309 shares
    Change vs previous 13F +504 shares

    0.4% of the 13F portfolio, value $2,166,493.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 21,564 shares
    • BankPlus Wealth Management LLC: 4,745 shares

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

  5. period ended2025-06-30
    13F 25,805 shares
    Change vs previous 13F +2,806 shares

    0.4% of the 13F portfolio, value $1,954,458.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 21,333 shares
    • BankPlus Wealth Management LLC: 4,472 shares

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

  6. period ended2025-03-31
    13F 22,999 shares
    Change vs previous 13F +1,473 shares

    0.4% of the 13F portfolio, value $1,725,836.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 18,698 shares
    • BankPlus Wealth Management LLC: 4,301 shares

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

  7. period ended2024-12-31
    13F 21,526 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,645,883.

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

    • BankPlus Trust Department: 17,656 shares
    • BankPlus Wealth Management LLC: 3,870 shares

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