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Disclosery

Montecito Bank & Trust: IVV position timeline

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

Montecito Bank & Trust held 25,725 IVV 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 25,725 shares
    Change vs previous 13F -45 shares

    2.98% of the 13F portfolio, value $19,701,491.

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

  2. period ended2026-06-30
    13F 25,770 shares
    Change vs previous 13F -1,357 shares

    2.89% of the 13F portfolio, value $19,298,895.

    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 27,127 shares
    Change vs previous 13F +382 shares

    2.92% of the 13F portfolio, value $17,719,628.

    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 26,745 shares
    Change vs previous 13F -294 shares

    2.92% of the 13F portfolio, value $18,318,720.

    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 27,039 shares
    Change vs previous 13F +1,549 shares

    2.81% of the 13F portfolio, value $18,097,203.

    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 25,490 shares
    Change vs previous 13F -99 shares

    2.54% of the 13F portfolio, value $14,322,831.

    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 25,589 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $15,063,733.

    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).