BankPlus Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationjackson, MS
- CIK0002051117
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
108 | $169.78M | IVV, JCPB, JPIE, AAPL | 13F-HR | Oct 30, 2025 | 000208585325000194 | ||
101 | $150.71M | IVV, JCPB, JPIE, AAPL | 13F-HR | Jul 16, 2025 | 000166773125000841 | ||
98 | $136.15M | IVV, JCPB, JPIE, AAPL | 13F-HR | Apr 25, 2025 | 000166773125000524 | ||
104 | $134.19M | IVV, JCPB, JPIE, AAPL | 13F-HR | Jan 22, 2025 | 000166773125000077 |