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Montecito Bank & Trust: PG position timeline

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

Montecito Bank & Trust held 26,176 PG 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 26,176 shares
    Change vs previous 13F -200 shares

    0.58% of the 13F portfolio, value $3,802,849.

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

  2. period ended2026-06-30
    13F 26,376 shares
    Change vs previous 13F -47 shares

    0.58% of the 13F portfolio, value $3,867,776.

    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 26,423 shares
    Change vs previous 13F -3,017 shares

    0.63% of the 13F portfolio, value $3,816,538.

    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 29,440 shares
    Change vs previous 13F -4,155 shares

    0.67% of the 13F portfolio, value $4,219,046.

    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 33,595 shares
    Change vs previous 13F +1,805 shares

    0.8% of the 13F portfolio, value $5,161,872.

    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 31,790 shares
    Change vs previous 13F +294 shares

    0.96% of the 13F portfolio, value $5,417,652.

    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 31,496 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $5,280,305.

    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).