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Disclosery

Montecito Bank & Trust: IWF position timeline

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

Montecito Bank & Trust held 282,104 IWF 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 282,104 shares
    Change vs previous 13F -3,807 shares

    5.35% of the 13F portfolio, value $35,336,347.

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

  2. period ended2026-06-30
    13F 285,911 shares
    Change vs previous 13F +212,410 shares

    5.31% of the 13F portfolio, value $35,501,569.

    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 73,501 shares
    Change vs previous 13F -715 shares

    5.16% of the 13F portfolio, value $31,340,826.

    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 74,216 shares
    Change vs previous 13F -582 shares

    5.6% of the 13F portfolio, value $35,126,433.

    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 74,798 shares
    Change vs previous 13F -1,120 shares

    5.44% of the 13F portfolio, value $35,036,132.

    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 75,918 shares
    Change vs previous 13F -1,128 shares

    4.85% of the 13F portfolio, value $27,413,231.

    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 77,046 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $30,940,133.

    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).