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Disclosery

BankPlus Trust Department: WMT position timeline

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

BankPlus Trust Department held 34,802 WMT 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 34,802 shares
    Change vs previous 13F +1,275 shares

    0.61% of the 13F portfolio, value $3,941,777.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 32,362 shares
    • BankPlus Wealth Management LLC: 2,440 shares

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

  2. period ended2026-03-31
    13F 33,527 shares
    Change vs previous 13F +9,831 shares

    0.73% of the 13F portfolio, value $4,166,811.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 31,314 shares
    • BankPlus Wealth Management LLC: 2,213 shares

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

  3. period ended2025-12-31
    13F 23,696 shares
    Change vs previous 13F -871 shares

    0.69% of the 13F portfolio, value $2,639,971.

    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 24,567 shares
    Change vs previous 13F -312 shares

    0.68% of the 13F portfolio, value $2,531,875.

    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 24,879 shares
    Change vs previous 13F +1,947 shares

    0.72% of the 13F portfolio, value $2,432,669.

    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 22,932 shares
    Change vs previous 13F -75 shares

    0.67% of the 13F portfolio, value $2,013,200.

    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 23,007 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,078,682.

    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).