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Disclosery

BankPlus Trust Department: XLI position timeline

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

BankPlus Trust Department held 808 XLI 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 808 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $149,666.

    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 838 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $135,530.

    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 838 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $129,991.

    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 838 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $129,245.

    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 838 shares
    Change vs previous 13F +150 shares

    0.04% of the 13F portfolio, value $123,622.

    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 688 shares
    Change vs previous 13F +145 shares

    0.03% of the 13F portfolio, value $90,176.

    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 543 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $71,546.

    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).