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Disclosery

BankPlus Trust Department: VO position timeline

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

BankPlus Trust Department held 32,586 VO 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 32,586 shares
    Change vs previous 13F +25,672 shares

    0.4% of the 13F portfolio, value $2,626,509.

    13F-HR 0002085853-26-000765 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 1,268 shares
    • BankPlus Wealth Management LLC: 31,318 shares

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

  2. period ended2026-03-31
    13F 6,914 shares
    Change vs previous 13F +1,261 shares

    0.35% of the 13F portfolio, value $1,987,686.

    13F-HR 0002085853-26-000450 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 286 shares
    • BankPlus Wealth Management LLC: 6,628 shares

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

  3. period ended2025-12-31
    13F 5,653 shares
    Change vs previous 13F +558 shares

    0.29% of the 13F portfolio, value $1,642,850.

    13F-HR 0002085853-26-000198 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 286 shares
    • BankPlus Wealth Management LLC: 5,367 shares

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

  4. period ended2025-09-30
    13F 5,095 shares
    Change vs previous 13F +1,368 shares

    0.28% of the 13F portfolio, value $1,497,176.

    13F-HR 0002085853-25-000194 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 275 shares
    • BankPlus Wealth Management LLC: 4,820 shares

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

  5. period ended2025-06-30
    13F 3,727 shares
    Change vs previous 13F +797 shares

    0.21% of the 13F portfolio, value $1,043,071.

    13F-HR 0001667731-25-000841 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 275 shares
    • BankPlus Wealth Management LLC: 3,452 shares

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

  6. period ended2025-03-31
    13F 2,930 shares
    Change vs previous 13F +1,558 shares

    0.17% of the 13F portfolio, value $757,891.

    13F-HR 0001667731-25-000524 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 275 shares
    • BankPlus Wealth Management LLC: 2,655 shares

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

  7. period ended2024-12-31
    13F 1,372 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $362,077.

    13F-HR 0001667731-25-000077 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 275 shares
    • BankPlus Wealth Management LLC: 1,097 shares

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