Position in DOCS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,558
-$686 QoQ
Shares Held
268
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#287
of 355 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026BankPlus Trust Department holds $131,647 across 3 Health Information Services names. DOCS ranks #3 (4.2% of the industry book) .
All Filings in DOCS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,558 | 268 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,244 | 268 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,867 | 268 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $19,604 | 268 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $16,439 | 268 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $15,552 | 268 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $14,308 | 268 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||