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Disclosery

Montecito Bank & Trust: COST position timeline

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

Montecito Bank & Trust held 7,619 COST 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 7,619 shares
    Change vs previous 13F -30 shares

    1.05% of the 13F portfolio, value $6,935,880.

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

  2. period ended2026-06-30
    13F 7,649 shares
    Change vs previous 13F -267 shares

    1.07% of the 13F portfolio, value $7,155,411.

    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 7,916 shares
    Change vs previous 13F -458 shares

    1.3% of the 13F portfolio, value $7,887,740.

    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 8,374 shares
    Change vs previous 13F -853 shares

    1.15% of the 13F portfolio, value $7,221,235.

    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 9,227 shares
    Change vs previous 13F -151 shares

    1.33% of the 13F portfolio, value $8,540,788.

    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 9,378 shares
    Change vs previous 13F -120 shares

    1.57% of the 13F portfolio, value $8,869,525.

    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 9,498 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $8,702,732.

    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).