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Disclosery

BankPlus Trust Department: VYM position timeline

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

BankPlus Trust Department held 6,458 VYM 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 6,458 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,020,557.

    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 6,458 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $956,430.

    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 6,458 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $926,852.

    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 6,458 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $910,255.

    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 6,458 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $860,916.

    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 6,458 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $832,824.

    13F-HR 0002047270-25-000004 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).

  7. period ended2024-12-31
    13F 6,458 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $823,976.

    13F-HR 0002047270-25-000001 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).