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Montecito Bank & Trust: LLY position timeline

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

Montecito Bank & Trust held 9,033 LLY 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 9,033 shares
    Change vs previous 13F -11 shares

    1.58% of the 13F portfolio, value $10,451,903.

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

  2. period ended2026-06-30
    13F 9,044 shares
    Change vs previous 13F +68 shares

    1.62% of the 13F portfolio, value $10,847,645.

    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 8,976 shares
    Change vs previous 13F -260 shares

    1.36% of the 13F portfolio, value $8,255,856.

    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 9,236 shares
    Change vs previous 13F -574 shares

    1.58% of the 13F portfolio, value $9,925,745.

    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 9,810 shares
    Change vs previous 13F -596 shares

    1.16% of the 13F portfolio, value $7,485,030.

    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 10,406 shares
    Change vs previous 13F +113 shares

    1.52% of the 13F portfolio, value $8,594,419.

    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 10,293 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $7,946,196.

    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).