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Disclosery

Montecito Bank & Trust: PEP position timeline

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

Montecito Bank & Trust held 9,803 PEP 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 9,803 shares
    Change vs previous 13F -3 shares

    0.19% of the 13F portfolio, value $1,242,236.

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

  2. period ended2026-06-30
    13F 9,806 shares
    Change vs previous 13F -206 shares

    0.2% of the 13F portfolio, value $1,327,732.

    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 10,012 shares
    Change vs previous 13F +110 shares

    0.26% of the 13F portfolio, value $1,554,763.

    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 9,902 shares
    Change vs previous 13F -85 shares

    0.23% of the 13F portfolio, value $1,421,135.

    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 9,987 shares
    Change vs previous 13F -2,426 shares

    0.22% of the 13F portfolio, value $1,402,575.

    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 12,413 shares
    Change vs previous 13F -285 shares

    0.33% of the 13F portfolio, value $1,861,205.

    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 12,698 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,930,858.

    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).