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Disclosery

Montecito Bank & Trust: IBTG position timeline

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

Montecito Bank & Trust held 90,074 IBTG 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 90,074 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,060,893.

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

  2. period ended2026-06-30
    13F 90,074 shares
    Change vs previous 13F +18,323 shares

    0.31% of the 13F portfolio, value $2,061,794.

    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 71,751 shares
    Change vs previous 13F -1,449 shares

    0.27% of the 13F portfolio, value $1,644,174.

    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 73,200 shares
    Change vs previous 13F +3,035 shares

    0.27% of the 13F portfolio, value $1,674,450.

    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 70,165 shares
    Change vs previous 13F +20,417 shares

    0.25% of the 13F portfolio, value $1,610,287.

    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 49,748 shares
    Change vs previous 13F +3,000 shares

    0.2% of the 13F portfolio, value $1,141,219.

    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 46,748 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,066,322.

    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).