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Disclosery

Montecito Bank & Trust: ORCL position timeline

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

Montecito Bank & Trust held 7,092 ORCL 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 7,092 shares
    Change vs previous 13F -1,521 shares

    0.15% of the 13F portfolio, value $973,732.

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

  2. period ended2026-06-30
    13F 8,613 shares
    Change vs previous 13F -285 shares

    0.19% of the 13F portfolio, value $1,262,235.

    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 8,898 shares
    Change vs previous 13F -526 shares

    0.22% of the 13F portfolio, value $1,308,985.

    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 9,424 shares
    Change vs previous 13F -2 shares

    0.29% of the 13F portfolio, value $1,836,832.

    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 9,426 shares
    Change vs previous 13F -284 shares

    0.41% of the 13F portfolio, value $2,650,968.

    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 9,710 shares
    Change vs previous 13F +1,515 shares

    0.24% of the 13F portfolio, value $1,357,556.

    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 8,195 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,365,615.

    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).