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Disclosery

Montecito Bank & Trust: EXC position timeline

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

Montecito Bank & Trust held 9,590 EXC 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 9,590 shares
    Change vs previous 13F +945 shares

    0.06% of the 13F portfolio, value $387,436.

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

  2. period ended2026-06-30
    13F 8,645 shares
    Change vs previous 13F +188 shares

    0.06% of the 13F portfolio, value $403,030.

    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 8,457 shares
    Change vs previous 13F -575 shares

    0.07% of the 13F portfolio, value $414,562.

    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 9,032 shares
    Change vs previous 13F -5,223 shares

    0.06% of the 13F portfolio, value $393,705.

    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 14,255 shares
    Change vs previous 13F +5,188 shares

    0.1% of the 13F portfolio, value $641,618.

    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 9,067 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $417,807.

    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).