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Disclosery

BankPlus Trust Department: UPS position timeline

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

BankPlus Trust Department held 446 UPS 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 446 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $47,945.

    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 446 shares
    Change vs previous 13F -82 shares

    0.01% of the 13F portfolio, value $43,877.

    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 528 shares
    Change vs previous 13F -389 shares

    0.01% of the 13F portfolio, value $52,372.

    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 917 shares
    Change vs previous 13F -138 shares

    0.02% of the 13F portfolio, value $76,597.

    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 1,055 shares
    Change vs previous 13F -83 shares

    0.03% of the 13F portfolio, value $106,492.

    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).

  6. period ended2025-03-31
    13F 1,138 shares
    Change vs previous 13F -7,280 shares

    0.04% of the 13F portfolio, value $125,169.

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

    • BankPlus Trust Department: 1,138 shares
    • BankPlus Wealth Management LLC: 0 shares

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

  7. period ended2024-12-31
    13F 8,418 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,061,471.

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

    • BankPlus Trust Department: 6,540 shares
    • BankPlus Wealth Management LLC: 1,878 shares

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