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Disclosery

Montecito Bank & Trust: IBDV position timeline

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

Montecito Bank & Trust held 59,289 IBDV 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 59,289 shares
    Change vs previous 13F +1,645 shares

    0.19% of the 13F portfolio, value $1,253,369.

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

  2. period ended2026-06-30
    13F 57,644 shares
    Change vs previous 13F +4,635 shares

    0.19% of the 13F portfolio, value $1,256,639.

    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 53,009 shares
    Change vs previous 13F +7,643 shares

    0.19% of the 13F portfolio, value $1,160,367.

    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 45,366 shares
    Change vs previous 13F +11,374 shares

    0.16% of the 13F portfolio, value $1,001,227.

    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 33,992 shares
    Change vs previous 13F -6,974 shares

    0.12% of the 13F portfolio, value $752,923.

    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 40,966 shares
    Change vs previous 13F +323 shares

    0.16% of the 13F portfolio, value $889,782.

    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 40,643 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $868,134.

    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).