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Disclosery

Montecito Bank & Trust: MRK position timeline

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

Montecito Bank & Trust held 21,284 MRK 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 21,284 shares
    Change vs previous 13F +61 shares

    0.47% of the 13F portfolio, value $3,092,778.

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

  2. period ended2026-06-30
    13F 21,223 shares
    Change vs previous 13F -459 shares

    0.41% of the 13F portfolio, value $2,727,156.

    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 21,682 shares
    Change vs previous 13F -1,054 shares

    0.43% of the 13F portfolio, value $2,608,128.

    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 22,736 shares
    Change vs previous 13F -4,593 shares

    0.38% of the 13F portfolio, value $2,393,191.

    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 27,329 shares
    Change vs previous 13F -2,587 shares

    0.36% of the 13F portfolio, value $2,293,723.

    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 29,916 shares
    Change vs previous 13F +324 shares

    0.48% of the 13F portfolio, value $2,685,260.

    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 29,592 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,943,812.

    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).