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Disclosery

Montecito Bank & Trust: IBDZ position timeline

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

Montecito Bank & Trust held 29,219 IBDZ 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 29,219 shares
    Change vs previous 13F +3,917 shares

    0.11% of the 13F portfolio, value $719,664.

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

  2. period ended2026-06-30
    13F 25,302 shares
    Change vs previous 13F +261 shares

    0.1% of the 13F portfolio, value $659,117.

    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 25,041 shares
    Change vs previous 13F +379 shares

    0.11% of the 13F portfolio, value $652,568.

    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 24,662 shares
    Change vs previous 13F +1,418 shares

    0.1% of the 13F portfolio, value $650,337.

    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 23,244 shares
    Change vs previous 13F +5,528 shares

    0.1% of the 13F portfolio, value $615,269.

    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 17,716 shares
    Change vs previous 13F +1,319 shares

    0.08% of the 13F portfolio, value $456,814.

    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 16,397 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $417,304.

    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).