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Disclosery

Montecito Bank & Trust: IBDS position timeline

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

Montecito Bank & Trust held 73,360 IBDS 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 73,360 shares
    Change vs previous 13F +376 shares

    0.27% of the 13F portfolio, value $1,769,444.

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

  2. period ended2026-06-30
    13F 72,984 shares
    Change vs previous 13F +281 shares

    0.26% of the 13F portfolio, value $1,767,673.

    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 72,703 shares
    Change vs previous 13F +5,729 shares

    0.29% of the 13F portfolio, value $1,762,321.

    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 66,974 shares
    Change vs previous 13F +7,724 shares

    0.26% of the 13F portfolio, value $1,626,128.

    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 59,250 shares
    Change vs previous 13F +8,257 shares

    0.22% of the 13F portfolio, value $1,442,145.

    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 50,993 shares
    Change vs previous 13F +2,365 shares

    0.22% of the 13F portfolio, value $1,233,011.

    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 48,628 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,165,127.

    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).