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Disclosery

Montecito Bank & Trust: IVW position timeline

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

Montecito Bank & Trust held 25,254 IVW 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 25,254 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $3,592,634.

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

  2. period ended2026-06-30
    13F 25,254 shares
    Change vs previous 13F -250 shares

    0.52% of the 13F portfolio, value $3,473,183.

    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 25,504 shares
    Change vs previous 13F -285 shares

    0.47% of the 13F portfolio, value $2,884,757.

    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 25,789 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $3,178,752.

    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 25,789 shares
    Change vs previous 13F -165 shares

    0.48% of the 13F portfolio, value $3,113,248.

    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 25,954 shares
    Change vs previous 13F -85 shares

    0.43% of the 13F portfolio, value $2,409,310.

    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 26,039 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,643,740.

    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).