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Disclosery

Montecito Bank & Trust: IBM position timeline

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

Montecito Bank & Trust held 7,983 IBM 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 7,983 shares
    Change vs previous 13F -1,508 shares

    0.27% of the 13F portfolio, value $1,755,701.

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

  2. period ended2026-06-30
    13F 9,491 shares
    Change vs previous 13F -370 shares

    0.4% of the 13F portfolio, value $2,668,964.

    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 9,861 shares
    Change vs previous 13F -105 shares

    0.39% of the 13F portfolio, value $2,390,208.

    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 9,966 shares
    Change vs previous 13F -24 shares

    0.47% of the 13F portfolio, value $2,952,029.

    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 9,990 shares
    Change vs previous 13F -21 shares

    0.44% of the 13F portfolio, value $2,818,778.

    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 10,011 shares
    Change vs previous 13F +452 shares

    0.44% of the 13F portfolio, value $2,489,336.

    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 9,559 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,101,355.

    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).