Skip to content
Disclosery

Montecito Bank & Trust: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Montecito Bank & Trust on ACWI, newest first. How the timeline and the estimate are built.

Montecito Bank & Trust held 9,567 ACWI shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,567 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,518,905.

    13F-HR 0001422508-26-000004 filed by Montecito Bank & Trust
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,567 shares
    Change vs previous 13F +262 shares

    0.22% of the 13F portfolio, value $1,501,732.

    13F-HR 0001422508-26-000003 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 9,305 shares
    Change vs previous 13F +245 shares

    0.21% of the 13F portfolio, value $1,287,533.

    13F-HR 0001422508-26-000002 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 9,060 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,281,899.

    13F-HR 0001422508-26-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 9,060 shares
    Change vs previous 13F -480 shares

    0.19% of the 13F portfolio, value $1,252,454.

    13F-HR 0001422508-25-000004 filed by Montecito Bank & Trust
    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 9,540 shares
    Change vs previous 13F -993 shares

    0.2% of the 13F portfolio, value $1,110,361.

    13F-HR 0001422508-25-000002 filed by Montecito Bank & Trust
    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 10,533 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,237,628.

    13F-HR 0001422508-25-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).