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Disclosery

Montecito Bank & Trust: IEI position timeline

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

Montecito Bank & Trust held 10,699 IEI 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 10,699 shares
    Change vs previous 13F +374 shares

    0.18% of the 13F portfolio, value $1,213,695.

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

  2. period ended2026-06-30
    13F 10,325 shares
    Change vs previous 13F +1,459 shares

    0.18% of the 13F portfolio, value $1,212,671.

    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 8,866 shares
    Change vs previous 13F +113 shares

    0.17% of the 13F portfolio, value $1,051,508.

    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 8,753 shares
    Change vs previous 13F +126 shares

    0.17% of the 13F portfolio, value $1,044,671.

    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 8,627 shares
    Change vs previous 13F +52 shares

    0.16% of the 13F portfolio, value $1,031,013.

    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 8,575 shares
    Change vs previous 13F -1,991 shares

    0.18% of the 13F portfolio, value $1,013,008.

    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 10,566 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,220,901.

    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).