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Disclosery

Montecito Bank & Trust: IWO position timeline

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

Montecito Bank & Trust held 10,996 IWO 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 10,996 shares
    Change vs previous 13F -344 shares

    0.59% of the 13F portfolio, value $3,924,472.

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

  2. period ended2026-06-30
    13F 11,340 shares
    Change vs previous 13F -428 shares

    0.67% of the 13F portfolio, value $4,467,507.

    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 11,768 shares
    Change vs previous 13F -30 shares

    0.61% of the 13F portfolio, value $3,692,916.

    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 11,798 shares
    Change vs previous 13F -114 shares

    0.61% of the 13F portfolio, value $3,810,872.

    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 11,912 shares
    Change vs previous 13F -1,270 shares

    0.59% of the 13F portfolio, value $3,812,316.

    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 13,182 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $3,368,396.

    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 13,182 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,794,043.

    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).