Skip to content
Disclosery

Montecito Bank & Trust: MSFT position timeline

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

Montecito Bank & Trust held 40,538 MSFT 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 40,538 shares
    Change vs previous 13F -242 shares

    3.15% of the 13F portfolio, value $20,791,940.

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

  2. period ended2026-06-30
    13F 40,780 shares
    Change vs previous 13F -205 shares

    2.28% of the 13F portfolio, value $15,211,756.

    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 40,985 shares
    Change vs previous 13F -1,674 shares

    2.5% of the 13F portfolio, value $15,171,417.

    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 42,659 shares
    Change vs previous 13F -4,117 shares

    3.29% of the 13F portfolio, value $20,630,745.

    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 46,776 shares
    Change vs previous 13F -3,861 shares

    3.76% of the 13F portfolio, value $24,227,630.

    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 50,637 shares
    Change vs previous 13F -568 shares

    3.36% of the 13F portfolio, value $19,008,624.

    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 51,205 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $21,582,908.

    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).