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Disclosery

Montecito Bank & Trust: KLAC position timeline

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

Montecito Bank & Trust held 12,071 KLAC 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 12,071 shares
    Change vs previous 13F -354 shares

    0.36% of the 13F portfolio, value $2,353,000.

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

  2. period ended2026-06-30
    13F 12,425 shares
    Change vs previous 13F +11,244 shares

    0.56% of the 13F portfolio, value $3,748,747.

    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 1,181 shares
    Change vs previous 13F -294 shares

    0.29% of the 13F portfolio, value $1,738,916.

    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 1,475 shares
    Change vs previous 13F -487 shares

    0.29% of the 13F portfolio, value $1,792,243.

    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 1,962 shares
    Change vs previous 13F +119 shares

    0.33% of the 13F portfolio, value $2,116,213.

    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 1,843 shares
    Change vs previous 13F +50 shares

    0.22% of the 13F portfolio, value $1,252,871.

    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 1,793 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,129,805.

    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).