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Disclosery

Montecito Bank & Trust: ITOT position timeline

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

Montecito Bank & Trust held 27,601 ITOT 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 27,601 shares
    Change vs previous 13F -289 shares

    0.69% of the 13F portfolio, value $4,589,494.

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

  2. period ended2026-06-30
    13F 27,890 shares
    Change vs previous 13F -1,093 shares

    0.69% of the 13F portfolio, value $4,581,491.

    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 28,983 shares
    Change vs previous 13F -2,645 shares

    0.68% of the 13F portfolio, value $4,128,049.

    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 31,628 shares
    Change vs previous 13F +15 shares

    0.75% of the 13F portfolio, value $4,702,767.

    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 31,613 shares
    Change vs previous 13F -1,469 shares

    0.72% of the 13F portfolio, value $4,604,433.

    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 33,082 shares
    Change vs previous 13F +2,119 shares

    0.71% of the 13F portfolio, value $4,036,335.

    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 30,963 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,982,461.

    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).