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Disclosery

Montecito Bank & Trust: IWD position timeline

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

Montecito Bank & Trust held 46,442 IWD 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 46,442 shares
    Change vs previous 13F -185 shares

    1.74% of the 13F portfolio, value $11,514,365.

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

  2. period ended2026-06-30
    13F 46,627 shares
    Change vs previous 13F -1,637 shares

    1.69% of the 13F portfolio, value $11,303,784.

    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 48,264 shares
    Change vs previous 13F -575 shares

    1.7% of the 13F portfolio, value $10,312,569.

    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 48,839 shares
    Change vs previous 13F -318 shares

    1.64% of the 13F portfolio, value $10,272,796.

    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 49,157 shares
    Change vs previous 13F -554 shares

    1.55% of the 13F portfolio, value $10,007,874.

    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 49,711 shares
    Change vs previous 13F +269 shares

    1.66% of the 13F portfolio, value $9,353,622.

    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 49,442 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $9,153,198.

    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).