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Disclosery

Montecito Bank & Trust: IBDX position timeline

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

Montecito Bank & Trust held 45,943 IBDX 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 45,943 shares
    Change vs previous 13F +1,524 shares

    0.17% of the 13F portfolio, value $1,105,848.

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

  2. period ended2026-06-30
    13F 44,419 shares
    Change vs previous 13F +1,221 shares

    0.17% of the 13F portfolio, value $1,118,915.

    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 43,198 shares
    Change vs previous 13F +9,798 shares

    0.18% of the 13F portfolio, value $1,091,613.

    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 33,400 shares
    Change vs previous 13F +8,495 shares

    0.14% of the 13F portfolio, value $852,702.

    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 24,905 shares
    Change vs previous 13F -3,360 shares

    0.1% of the 13F portfolio, value $638,066.

    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 28,265 shares
    Change vs previous 13F +280 shares

    0.13% of the 13F portfolio, value $706,342.

    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 27,985 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $687,871.

    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).