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Disclosery

Montecito Bank & Trust: IBTL position timeline

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

Montecito Bank & Trust held 40,261 IBTL 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 40,261 shares
    Change vs previous 13F +4,730 shares

    0.12% of the 13F portfolio, value $783,882.

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

  2. period ended2026-06-30
    13F 35,531 shares
    Change vs previous 13F +5,930 shares

    0.11% of the 13F portfolio, value $717,371.

    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 29,601 shares
    Change vs previous 13F +3,631 shares

    0.1% of the 13F portfolio, value $603,828.

    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 25,970 shares
    Change vs previous 13F +7,345 shares

    0.08% of the 13F portfolio, value $533,034.

    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 18,625 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $383,116.

    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).