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Disclosery

BankPlus Trust Department: TOTR position timeline

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

BankPlus Trust Department held 110,869 TOTR 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 110,869 shares
    Change vs previous 13F +2,022 shares

    2% of the 13F portfolio, value $4,442,562.

    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 108,847 shares
    Change vs previous 13F +17,216 shares

    2.27% of the 13F portfolio, value $4,384,285.

    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 91,631 shares
    Change vs previous 13F +6,120 shares

    2.06% of the 13F portfolio, value $3,735,356.

    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 85,511 shares
    Change vs previous 13F +8,413 shares

    2.05% of the 13F portfolio, value $3,487,310.

    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 77,098 shares
    Change vs previous 13F +9,121 shares

    2.08% of the 13F portfolio, value $3,129,466.

    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 67,977 shares
    Change vs previous 13F +3,466 shares

    2.03% of the 13F portfolio, value $2,760,308.

    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 64,511 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $2,578,095.

    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).