Skip to content
Disclosery

Montecito Bank & Trust: IBDT position timeline

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

Montecito Bank & Trust held 56,897 IBDT 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 56,897 shares
    Change vs previous 13F +1,361 shares

    0.22% of the 13F portfolio, value $1,420,149.

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

  2. period ended2026-06-30
    13F 55,536 shares
    Change vs previous 13F +670 shares

    0.21% of the 13F portfolio, value $1,402,284.

    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 54,866 shares
    Change vs previous 13F +6,476 shares

    0.23% of the 13F portfolio, value $1,389,755.

    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 48,390 shares
    Change vs previous 13F +4,665 shares

    0.2% of the 13F portfolio, value $1,231,767.

    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 43,725 shares
    Change vs previous 13F -2,944 shares

    0.17% of the 13F portfolio, value $1,115,862.

    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 46,669 shares
    Change vs previous 13F +279 shares

    0.21% of the 13F portfolio, value $1,178,859.

    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 46,390 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,155,112.

    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).