BankPlus Trust Department

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Jackson, MS
CIK
0002047270
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 475 299,673 IVV, MSFT, AAPL, JHMM 13F-HR 5/1/2025 000204727025000004
Q4 2024 471 304,783 IVV, MSFT, AAPL, NVDA 13F-HR 2/4/2025 000204727025000001