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Disclosery

Montecito Bank & Trust: IYE position timeline

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

Montecito Bank & Trust held 4,126 IYE 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 4,126 shares
    Change vs previous 13F +300 shares

    0.04% of the 13F portfolio, value $267,365.

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

  2. period ended2026-06-30
    13F 3,826 shares
    Change vs previous 13F +100 shares

    0.03% of the 13F portfolio, value $216,513.

    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 3,726 shares
    Change vs previous 13F -1,263 shares

    0.04% of the 13F portfolio, value $241,333.

    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 ended2025-03-31
    13F 4,989 shares
    Change vs previous 13F -1,330 shares

    0.04% of the 13F portfolio, value $245,958.

    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).

  5. period ended2024-12-31
    13F 6,319 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $287,957.

    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).