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Disclosery

Montecito Bank & Trust: IBTJ position timeline

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

Montecito Bank & Trust held 69,414 IBTJ 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 69,414 shares
    Change vs previous 13F +7,577 shares

    0.22% of the 13F portfolio, value $1,473,312.

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

  2. period ended2026-06-30
    13F 61,837 shares
    Change vs previous 13F +5,540 shares

    0.2% of the 13F portfolio, value $1,338,772.

    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 56,297 shares
    Change vs previous 13F -682 shares

    0.2% of the 13F portfolio, value $1,229,695.

    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 56,979 shares
    Change vs previous 13F +3,465 shares

    0.2% of the 13F portfolio, value $1,250,404.

    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 53,514 shares
    Change vs previous 13F +17,620 shares

    0.18% of the 13F portfolio, value $1,174,900.

    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 35,894 shares
    Change vs previous 13F +25,470 shares

    0.14% of the 13F portfolio, value $781,412.

    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 10,424 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $222,305.

    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).