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Disclosery

Montecito Bank & Trust: PEG position timeline

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

Montecito Bank & Trust held 7,932 PEG 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 7,932 shares
    Change vs previous 13F -620 shares

    0.08% of the 13F portfolio, value $534,141.

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

  2. period ended2026-06-30
    13F 8,552 shares
    Change vs previous 13F +295 shares

    0.1% of the 13F portfolio, value $694,080.

    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 8,257 shares
    Change vs previous 13F -717 shares

    0.11% of the 13F portfolio, value $668,404.

    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 8,974 shares
    Change vs previous 13F +65 shares

    0.11% of the 13F portfolio, value $720,612.

    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 8,909 shares
    Change vs previous 13F +1,009 shares

    0.12% of the 13F portfolio, value $743,545.

    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 7,900 shares
    Change vs previous 13F +70 shares

    0.12% of the 13F portfolio, value $650,170.

    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 7,830 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $661,557.

    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).