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Disclosery

Montecito Bank & Trust: NEAR position timeline

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

Montecito Bank & Trust held 112,608 NEAR 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 112,608 shares
    Change vs previous 13F +279 shares

    0.85% of the 13F portfolio, value $5,614,635.

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

  2. period ended2026-06-30
    13F 112,329 shares
    Change vs previous 13F +763 shares

    0.85% of the 13F portfolio, value $5,690,587.

    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 111,566 shares
    Change vs previous 13F -2,678 shares

    0.93% of the 13F portfolio, value $5,671,458.

    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 114,244 shares
    Change vs previous 13F -994 shares

    0.93% of the 13F portfolio, value $5,837,868.

    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 115,238 shares
    Change vs previous 13F -5,996 shares

    0.92% of the 13F portfolio, value $5,909,404.

    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 121,234 shares
    Change vs previous 13F +5,847 shares

    1.09% of the 13F portfolio, value $6,167,174.

    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 115,387 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $5,827,044.

    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).