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Disclosery

Montecito Bank & Trust: IBDW position timeline

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

Montecito Bank & Trust held 64,595 IBDW 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 64,595 shares
    Change vs previous 13F +1,800 shares

    0.2% of the 13F portfolio, value $1,295,776.

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

  2. period ended2026-06-30
    13F 62,795 shares
    Change vs previous 13F +5,103 shares

    0.2% of the 13F portfolio, value $1,308,648.

    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 57,692 shares
    Change vs previous 13F +10,588 shares

    0.2% of the 13F portfolio, value $1,207,494.

    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 47,104 shares
    Change vs previous 13F +14,301 shares

    0.16% of the 13F portfolio, value $996,250.

    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 32,803 shares
    Change vs previous 13F -4,114 shares

    0.11% of the 13F portfolio, value $696,080.

    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 36,917 shares
    Change vs previous 13F +338 shares

    0.14% of the 13F portfolio, value $766,028.

    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 36,579 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $744,383.

    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).