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Disclosery

BankPlus Trust Department: UNH position timeline

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

BankPlus Trust Department held 194 UNH 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 194 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $80,632.

    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 194 shares
    Change vs previous 13F -238 shares

    0.01% of the 13F portfolio, value $52,494.

    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 432 shares
    Change vs previous 13F -316 shares

    0.04% of the 13F portfolio, value $142,608.

    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 748 shares
    Change vs previous 13F -1,945 shares

    0.07% of the 13F portfolio, value $258,284.

    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 2,693 shares
    Change vs previous 13F -677 shares

    0.25% of the 13F portfolio, value $840,135.

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

    • BankPlus Trust Department: 2,693 shares
    • BankPlus Wealth Management LLC: 0 shares

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

  6. period ended2025-03-31
    13F 3,370 shares
    Change vs previous 13F +89 shares

    0.4% of the 13F portfolio, value $1,764,401.

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

    • BankPlus Trust Department: 2,980 shares
    • BankPlus Wealth Management LLC: 390 shares

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

  7. period ended2024-12-31
    13F 3,281 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,659,492.

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

    • BankPlus Trust Department: 2,884 shares
    • BankPlus Wealth Management LLC: 397 shares

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