BankPlus Wealth Management LLCETFConcentrated long-term

CIK: 0002051117 | JACKSON, MS

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	117	$228.7M	2026-10-13	SEC ↗
Q2 2026	13F-HR	126	$222.2M	2026-07-20	SEC ↗
Q1 2026	13F-HR	117	$193.5M	2026-04-22	SEC ↗
Q4 2025	13F-HR	111	$181.2M	2026-02-04	SEC ↗
Q3 2025	13F-HR	108	$169.8M	2025-10-30	SEC ↗
Q2 2025	13F-HR	101	$150.7M	2025-07-16	SEC ↗
Q1 2025	13F-HR	98	$136.1M	2025-04-25	SEC ↗
Q4 2024	13F-HR	104	$134.2M	2025-01-22	SEC ↗