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Disclosery

Montecito Bank & Trust: IYW position timeline

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

Montecito Bank & Trust held 27,332 IYW 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 27,332 shares
    Change vs previous 13F +87 shares

    1.1% of the 13F portfolio, value $7,240,247.

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

  2. period ended2026-06-30
    13F 27,245 shares
    Change vs previous 13F -106 shares

    1.03% of the 13F portfolio, value $6,872,007.

    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 27,351 shares
    Change vs previous 13F -22 shares

    0.82% of the 13F portfolio, value $4,962,019.

    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 27,373 shares
    Change vs previous 13F -995 shares

    0.87% of the 13F portfolio, value $5,465,841.

    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 28,368 shares
    Change vs previous 13F +217 shares

    0.86% of the 13F portfolio, value $5,556,157.

    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 28,151 shares
    Change vs previous 13F -193 shares

    0.7% of the 13F portfolio, value $3,953,526.

    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 28,344 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,521,435.

    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).