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Disclosery

Montecito Bank & Trust: IWM position timeline

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

Montecito Bank & Trust held 8,149 IWM 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 8,149 shares
    Change vs previous 13F -4 shares

    0.34% of the 13F portfolio, value $2,264,526.

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

  2. period ended2026-06-30
    13F 8,153 shares
    Change vs previous 13F -140 shares

    0.37% of the 13F portfolio, value $2,449,569.

    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 8,293 shares
    Change vs previous 13F -235 shares

    0.34% of the 13F portfolio, value $2,056,664.

    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 8,528 shares
    Change vs previous 13F -53 shares

    0.33% of the 13F portfolio, value $2,099,252.

    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 8,581 shares
    Change vs previous 13F +81 shares

    0.32% of the 13F portfolio, value $2,076,259.

    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 8,500 shares
    Change vs previous 13F -99 shares

    0.3% of the 13F portfolio, value $1,695,665.

    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 8,599 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,900,035.

    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).