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Disclosery

Montecito Bank & Trust: CVIE position timeline

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

Montecito Bank & Trust held 6,687 CVIE 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 6,687 shares
    Change vs previous 13F +4,220 shares

    0.08% of the 13F portfolio, value $555,870.

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

  2. period ended2026-06-30
    13F 2,467 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $209,726.

    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 ยง4.2).