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Disclosery

Montecito Bank & Trust: EFV position timeline

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

Montecito Bank & Trust held 96,467 EFV 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 96,467 shares
    Change vs previous 13F -1,284 shares

    1.16% of the 13F portfolio, value $7,634,399.

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

  2. period ended2026-06-30
    13F 97,751 shares
    Change vs previous 13F +1,183 shares

    1.12% of the 13F portfolio, value $7,482,839.

    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 96,568 shares
    Change vs previous 13F +2,529 shares

    1.18% of the 13F portfolio, value $7,179,831.

    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 94,039 shares
    Change vs previous 13F +1,055 shares

    1.07% of the 13F portfolio, value $6,715,325.

    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 92,984 shares
    Change vs previous 13F +14,818 shares

    0.98% of the 13F portfolio, value $6,307,105.

    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 78,166 shares
    Change vs previous 13F -865 shares

    0.82% of the 13F portfolio, value $4,607,104.

    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 79,031 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,146,757.

    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).