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Disclosery

Montecito Bank & Trust: BMY position timeline

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

Montecito Bank & Trust held 12,679 BMY 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 12,679 shares
    Change vs previous 13F +83 shares

    0.12% of the 13F portfolio, value $791,169.

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

  2. period ended2026-06-30
    13F 12,596 shares
    Change vs previous 13F +950 shares

    0.11% of the 13F portfolio, value $725,782.

    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 11,646 shares
    Change vs previous 13F -610 shares

    0.12% of the 13F portfolio, value $706,330.

    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 12,256 shares
    Change vs previous 13F -309 shares

    0.11% of the 13F portfolio, value $661,089.

    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 12,565 shares
    Change vs previous 13F +961 shares

    0.09% of the 13F portfolio, value $566,682.

    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 11,604 shares
    Change vs previous 13F -620 shares

    0.13% of the 13F portfolio, value $707,728.

    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 12,224 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $691,389.

    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).