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Disclosery

Montecito Bank & Trust: CWI position timeline

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

Montecito Bank & Trust held 130,684 CWI 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 130,684 shares
    Change vs previous 13F +711 shares

    0.8% of the 13F portfolio, value $5,280,940.

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

  2. period ended2026-06-30
    13F 129,973 shares
    Change vs previous 13F -876 shares

    0.79% of the 13F portfolio, value $5,286,002.

    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 130,849 shares
    Change vs previous 13F +5,758 shares

    0.79% of the 13F portfolio, value $4,787,765.

    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 125,091 shares
    Change vs previous 13F -3,191 shares

    0.72% of the 13F portfolio, value $4,493,268.

    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 128,282 shares
    Change vs previous 13F +3,801 shares

    0.7% of the 13F portfolio, value $4,479,607.

    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 124,481 shares
    Change vs previous 13F -3,020 shares

    0.65% of the 13F portfolio, value $3,682,148.

    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 127,501 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,562,378.

    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).