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Montecito Bank & Trust: AMP position timeline

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

Montecito Bank & Trust held 3,679 AMP 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 3,679 shares
    Change vs previous 13F +80 shares

    0.27% of the 13F portfolio, value $1,811,356.

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

  2. period ended2026-06-30
    13F 3,599 shares
    Change vs previous 13F -152 shares

    0.25% of the 13F portfolio, value $1,651,077.

    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 3,751 shares
    Change vs previous 13F -641 shares

    0.27% of the 13F portfolio, value $1,666,944.

    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 4,392 shares
    Change vs previous 13F -1,031 shares

    0.34% of the 13F portfolio, value $2,153,573.

    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 5,423 shares
    Change vs previous 13F -10 shares

    0.41% of the 13F portfolio, value $2,664,049.

    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 5,433 shares
    Change vs previous 13F -30 shares

    0.47% of the 13F portfolio, value $2,630,170.

    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 5,463 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,908,665.

    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).