Skip to content
Disclosery

Montecito Bank & Trust: IJR position timeline

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

Montecito Bank & Trust held 46,080 IJR 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 46,080 shares
    Change vs previous 13F +1,405 shares

    0.95% of the 13F portfolio, value $6,268,723.

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

  2. period ended2026-06-30
    13F 44,675 shares
    Change vs previous 13F -3,928 shares

    0.99% of the 13F portfolio, value $6,625,749.

    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 48,603 shares
    Change vs previous 13F -1,687 shares

    0.99% of the 13F portfolio, value $6,041,839.

    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 50,290 shares
    Change vs previous 13F -1,824 shares

    0.96% of the 13F portfolio, value $6,043,852.

    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 52,114 shares
    Change vs previous 13F -4,832 shares

    0.96% of the 13F portfolio, value $6,192,707.

    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 56,946 shares
    Change vs previous 13F -165 shares

    1.05% of the 13F portfolio, value $5,954,844.

    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 57,111 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $6,580,330.

    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).