Skip to content
Disclosery

Montecito Bank & Trust: DGX position timeline

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

Montecito Bank & Trust held 2,044 DGX 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 2,044 shares
    Change vs previous 13F -130 shares

    0.07% of the 13F portfolio, value $476,395.

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

  2. period ended2026-06-30
    13F 2,174 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $460,779.

    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 2,154 shares
    Change vs previous 13F -320 shares

    0.07% of the 13F portfolio, value $422,141.

    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 2,474 shares
    Change vs previous 13F -35 shares

    0.07% of the 13F portfolio, value $429,313.

    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 2,509 shares
    Change vs previous 13F -279 shares

    0.07% of the 13F portfolio, value $478,165.

    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 2,788 shares
    Change vs previous 13F +961 shares

    0.08% of the 13F portfolio, value $471,730.

    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 1,827 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $275,621.

    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).