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Disclosery

Montecito Bank & Trust: BIV position timeline

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

Montecito Bank & Trust held 195,276 BIV 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 195,276 shares
    Change vs previous 13F -2,356 shares

    2.15% of the 13F portfolio, value $14,227,809.

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

  2. period ended2026-06-30
    13F 197,632 shares
    Change vs previous 13F -1,680 shares

    2.27% of the 13F portfolio, value $15,158,374.

    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 199,312 shares
    Change vs previous 13F +10,710 shares

    2.53% of the 13F portfolio, value $15,382,901.

    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 188,602 shares
    Change vs previous 13F -3,452 shares

    2.34% of the 13F portfolio, value $14,688,323.

    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 192,054 shares
    Change vs previous 13F -13,351 shares

    2.33% of the 13F portfolio, value $14,997,497.

    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 205,405 shares
    Change vs previous 13F +3,328 shares

    2.78% of the 13F portfolio, value $15,727,861.

    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 202,077 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $15,101,215.

    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).