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Disclosery

Montecito Bank & Trust: CB position timeline

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

Montecito Bank & Trust held 2,341 CB 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 2,341 shares
    Change vs previous 13F -31 shares

    0.12% of the 13F portfolio, value $761,410.

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

  2. period ended2026-06-30
    13F 2,372 shares
    Change vs previous 13F -64 shares

    0.12% of the 13F portfolio, value $808,235.

    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 2,436 shares
    Change vs previous 13F -40 shares

    0.13% of the 13F portfolio, value $793,965.

    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 2,476 shares
    Change vs previous 13F -33 shares

    0.12% of the 13F portfolio, value $772,810.

    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 2,509 shares
    Change vs previous 13F -43 shares

    0.11% of the 13F portfolio, value $708,165.

    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 2,552 shares
    Change vs previous 13F -82 shares

    0.14% of the 13F portfolio, value $770,678.

    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 2,634 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $727,774.

    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).