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Disclosery

Montecito Bank & Trust: IJH position timeline

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

Montecito Bank & Trust held 168,726 IJH 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 168,726 shares
    Change vs previous 13F +1,714 shares

    1.84% of the 13F portfolio, value $12,139,836.

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

  2. period ended2026-06-30
    13F 167,012 shares
    Change vs previous 13F -5,813 shares

    1.93% of the 13F portfolio, value $12,878,295.

    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 172,825 shares
    Change vs previous 13F -9,503 shares

    1.92% of the 13F portfolio, value $11,670,872.

    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 182,328 shares
    Change vs previous 13F -4,051 shares

    1.92% of the 13F portfolio, value $12,033,648.

    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 186,379 shares
    Change vs previous 13F -5,310 shares

    1.89% of the 13F portfolio, value $12,163,094.

    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 191,689 shares
    Change vs previous 13F +386 shares

    1.98% of the 13F portfolio, value $11,185,054.

    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 191,303 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $11,920,090.

    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).