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Disclosery

Montecito Bank & Trust: PSX position timeline

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

Montecito Bank & Trust held 4,749 PSX 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 4,749 shares
    Change vs previous 13F -335 shares

    0.18% of the 13F portfolio, value $1,212,467.

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

  2. period ended2026-06-30
    13F 5,084 shares
    Change vs previous 13F +87 shares

    0.13% of the 13F portfolio, value $859,450.

    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 4,997 shares
    Change vs previous 13F -480 shares

    0.15% of the 13F portfolio, value $910,353.

    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 5,477 shares
    Change vs previous 13F +75 shares

    0.11% of the 13F portfolio, value $706,752.

    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 5,402 shares
    Change vs previous 13F +234 shares

    0.11% of the 13F portfolio, value $734,780.

    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 5,168 shares
    Change vs previous 13F -36 shares

    0.11% of the 13F portfolio, value $638,145.

    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 5,204 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $592,892.

    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).