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Disclosery

Montecito Bank & Trust: IBTH position timeline

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

Montecito Bank & Trust held 95,145 IBTH 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 95,145 shares
    Change vs previous 13F +4,210 shares

    0.32% of the 13F portfolio, value $2,123,636.

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

  2. period ended2026-06-30
    13F 90,935 shares
    Change vs previous 13F +22,808 shares

    0.3% of the 13F portfolio, value $2,034,216.

    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 68,127 shares
    Change vs previous 13F -1,678 shares

    0.25% of the 13F portfolio, value $1,528,089.

    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 69,805 shares
    Change vs previous 13F +4,275 shares

    0.25% of the 13F portfolio, value $1,568,519.

    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 65,530 shares
    Change vs previous 13F +15,426 shares

    0.23% of the 13F portfolio, value $1,475,736.

    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 50,104 shares
    Change vs previous 13F +2,000 shares

    0.2% of the 13F portfolio, value $1,123,332.

    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 48,104 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,067,750.

    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).