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Disclosery

Montecito Bank & Trust: IUSB position timeline

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

Montecito Bank & Trust held 84,275 IUSB 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 84,275 shares
    Change vs previous 13F +2,278 shares

    0.56% of the 13F portfolio, value $3,715,685.

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

  2. period ended2026-06-30
    13F 81,997 shares
    Change vs previous 13F +310 shares

    0.57% of the 13F portfolio, value $3,784,162.

    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 81,687 shares
    Change vs previous 13F -3,661 shares

    0.62% of the 13F portfolio, value $3,773,123.

    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 85,348 shares
    Change vs previous 13F +24,750 shares

    0.63% of the 13F portfolio, value $3,972,096.

    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 60,598 shares
    Change vs previous 13F +6,700 shares

    0.44% of the 13F portfolio, value $2,830,533.

    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 53,898 shares
    Change vs previous 13F +1,330 shares

    0.44% of the 13F portfolio, value $2,483,620.

    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 52,568 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,376,074.

    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).