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Disclosery

Montecito Bank & Trust: AVGO position timeline

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

Montecito Bank & Trust held 16,436 AVGO 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 16,436 shares
    Change vs previous 13F -84 shares

    0.87% of the 13F portfolio, value $5,772,159.

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

  2. period ended2026-06-30
    13F 16,520 shares
    Change vs previous 13F -31 shares

    0.93% of the 13F portfolio, value $6,240,430.

    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 16,551 shares
    Change vs previous 13F -1,229 shares

    0.84% of the 13F portfolio, value $5,122,700.

    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 17,780 shares
    Change vs previous 13F -4,515 shares

    0.98% of the 13F portfolio, value $6,153,658.

    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 22,295 shares
    Change vs previous 13F +1,195 shares

    1.14% of the 13F portfolio, value $7,355,344.

    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 21,100 shares
    Change vs previous 13F +336 shares

    0.63% of the 13F portfolio, value $3,532,774.

    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 20,764 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,813,926.

    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).