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Disclosery

Montecito Bank & Trust: IBDY position timeline

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

Montecito Bank & Trust held 34,545 IBDY 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 34,545 shares
    Change vs previous 13F +1,501 shares

    0.13% of the 13F portfolio, value $845,662.

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

  2. period ended2026-06-30
    13F 33,044 shares
    Change vs previous 13F +1,064 shares

    0.13% of the 13F portfolio, value $850,718.

    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 31,980 shares
    Change vs previous 13F +6,382 shares

    0.14% of the 13F portfolio, value $826,683.

    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 25,598 shares
    Change vs previous 13F +1,431 shares

    0.11% of the 13F portfolio, value $669,132.

    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 24,167 shares
    Change vs previous 13F -3,262 shares

    0.1% of the 13F portfolio, value $633,900.

    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 27,429 shares
    Change vs previous 13F +274 shares

    0.12% of the 13F portfolio, value $701,085.

    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 27,155 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $681,591.

    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).