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Disclosery

Montecito Bank & Trust: CL position timeline

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

Montecito Bank & Trust held 9,906 CL 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 9,906 shares
    Change vs previous 13F +320 shares

    0.13% of the 13F portfolio, value $845,180.

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

  2. period ended2026-06-30
    13F 9,586 shares
    Change vs previous 13F +1,001 shares

    0.13% of the 13F portfolio, value $878,844.

    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 8,585 shares
    Change vs previous 13F -1,615 shares

    0.12% of the 13F portfolio, value $731,700.

    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 10,200 shares
    Change vs previous 13F -4,774 shares

    0.13% of the 13F portfolio, value $806,004.

    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 14,974 shares
    Change vs previous 13F +1,973 shares

    0.19% of the 13F portfolio, value $1,197,022.

    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 13,001 shares
    Change vs previous 13F +681 shares

    0.22% of the 13F portfolio, value $1,218,194.

    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 12,320 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,120,011.

    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).