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Disclosery

Montecito Bank & Trust: CRM position timeline

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

Montecito Bank & Trust held 1,028 CRM 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 1,028 shares
    Change vs previous 13F -730 shares

    0.04% of the 13F portfolio, value $235,998.

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

  2. period ended2026-06-30
    13F 1,758 shares
    Change vs previous 13F -1,611 shares

    0.04% of the 13F portfolio, value $275,408.

    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 3,369 shares
    Change vs previous 13F -273 shares

    0.1% of the 13F portfolio, value $628,891.

    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 3,642 shares
    Change vs previous 13F -1,119 shares

    0.15% of the 13F portfolio, value $964,802.

    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 4,761 shares
    Change vs previous 13F +288 shares

    0.18% of the 13F portfolio, value $1,128,357.

    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 4,473 shares
    Change vs previous 13F +203 shares

    0.21% of the 13F portfolio, value $1,200,374.

    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 4,270 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,427,589.

    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).