Skip to content
Disclosery

Montecito Bank & Trust: ESGU position timeline

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

Montecito Bank & Trust held 9,055 ESGU 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 9,055 shares
    Change vs previous 13F -490 shares

    0.23% of the 13F portfolio, value $1,510,374.

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

  2. period ended2026-06-30
    13F 9,545 shares
    Change vs previous 13F -424 shares

    0.23% of the 13F portfolio, value $1,562,230.

    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 9,969 shares
    Change vs previous 13F -2,728 shares

    0.23% of the 13F portfolio, value $1,409,816.

    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 12,697 shares
    Change vs previous 13F -370 shares

    0.3% of the 13F portfolio, value $1,891,599.

    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 13,067 shares
    Change vs previous 13F -14,406 shares

    0.3% of the 13F portfolio, value $1,902,555.

    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 27,473 shares
    Change vs previous 13F -879 shares

    0.59% of the 13F portfolio, value $3,349,233.

    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 28,352 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,652,305.

    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).