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Disclosery

Montecito Bank & Trust: IWB position timeline

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

Montecito Bank & Trust held 3,334 IWB 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 3,334 shares
    Change vs previous 13F -10 shares

    0.21% of the 13F portfolio, value $1,387,377.

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

  2. period ended2026-06-30
    13F 3,344 shares
    Change vs previous 13F -60 shares

    0.2% of the 13F portfolio, value $1,369,368.

    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 3,404 shares
    Change vs previous 13F -220 shares

    0.2% of the 13F portfolio, value $1,213,730.

    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 3,624 shares
    Change vs previous 13F -75 shares

    0.22% of the 13F portfolio, value $1,353,347.

    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 3,699 shares
    Change vs previous 13F -494 shares

    0.21% of the 13F portfolio, value $1,351,911.

    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 4,193 shares
    Change vs previous 13F -931 shares

    0.23% of the 13F portfolio, value $1,286,161.

    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 5,124 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,650,748.

    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).