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Disclosery

Montecito Bank & Trust: AGG position timeline

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

Montecito Bank & Trust held 152,156 AGG 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 152,156 shares
    Change vs previous 13F +1,206 shares

    2.18% of the 13F portfolio, value $14,384,828.

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

  2. period ended2026-06-30
    13F 150,950 shares
    Change vs previous 13F +2,793 shares

    2.24% of the 13F portfolio, value $14,941,031.

    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 148,157 shares
    Change vs previous 13F +6,331 shares

    2.42% of the 13F portfolio, value $14,707,545.

    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 141,826 shares
    Change vs previous 13F -660 shares

    2.26% of the 13F portfolio, value $14,165,580.

    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 142,486 shares
    Change vs previous 13F +4,239 shares

    2.22% of the 13F portfolio, value $14,284,222.

    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 138,247 shares
    Change vs previous 13F -8,188 shares

    2.42% of the 13F portfolio, value $13,675,393.

    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 146,435 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $14,189,552.

    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).