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Disclosery

Montecito Bank & Trust: MU position timeline

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

Montecito Bank & Trust held 5,414 MU 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 5,414 shares
    Change vs previous 13F +15 shares

    0.87% of the 13F portfolio, value $5,766,505.

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

  2. period ended2026-06-30
    13F 5,399 shares
    Change vs previous 13F -103 shares

    0.93% of the 13F portfolio, value $6,232,012.

    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 5,502 shares
    Change vs previous 13F +15 shares

    0.31% of the 13F portfolio, value $1,858,795.

    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 5,487 shares
    Change vs previous 13F +40 shares

    0.25% of the 13F portfolio, value $1,566,044.

    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 5,447 shares
    Change vs previous 13F +27 shares

    0.14% of the 13F portfolio, value $911,392.

    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 5,420 shares
    Change vs previous 13F -170 shares

    0.08% of the 13F portfolio, value $470,944.

    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 5,590 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $470,454.

    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).