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Disclosery

Montecito Bank & Trust: DVY position timeline

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

Montecito Bank & Trust held 5,459 DVY 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 5,459 shares
    Change vs previous 13F +407 shares

    0.13% of the 13F portfolio, value $830,150.

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

  2. period ended2026-06-30
    13F 5,052 shares
    Change vs previous 13F -520 shares

    0.12% of the 13F portfolio, value $789,628.

    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 5,572 shares
    Change vs previous 13F -10 shares

    0.14% of the 13F portfolio, value $843,656.

    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 5,582 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $787,844.

    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 5,582 shares
    Change vs previous 13F +775 shares

    0.12% of the 13F portfolio, value $793,202.

    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 4,807 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $645,532.

    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 4,807 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $631,111.

    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).