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Disclosery

Montecito Bank & Trust: IEFA position timeline

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

Montecito Bank & Trust held 144,007 IEFA 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 144,007 shares
    Change vs previous 13F +665 shares

    2.11% of the 13F portfolio, value $13,951,398.

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

  2. period ended2026-06-30
    13F 143,342 shares
    Change vs previous 13F +3,081 shares

    2.07% of the 13F portfolio, value $13,843,971.

    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 140,261 shares
    Change vs previous 13F +8,228 shares

    2.09% of the 13F portfolio, value $12,697,829.

    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 132,033 shares
    Change vs previous 13F -1,888 shares

    1.88% of the 13F portfolio, value $11,811,673.

    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 133,921 shares
    Change vs previous 13F +14,783 shares

    1.82% of the 13F portfolio, value $11,692,642.

    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 119,138 shares
    Change vs previous 13F -5,942 shares

    1.6% of the 13F portfolio, value $9,012,790.

    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 125,080 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $8,790,623.

    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).