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Disclosery

Montecito Bank & Trust: QQQ position timeline

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

Montecito Bank & Trust held 8,461 QQQ 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 8,461 shares
    Change vs previous 13F -11 shares

    0.95% of the 13F portfolio, value $6,259,194.

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

  2. period ended2026-06-30
    13F 8,472 shares
    Change vs previous 13F -147 shares

    0.93% of the 13F portfolio, value $6,238,780.

    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 8,619 shares
    Change vs previous 13F -341 shares

    0.82% of the 13F portfolio, value $4,974,714.

    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 8,960 shares
    Change vs previous 13F -173 shares

    0.88% of the 13F portfolio, value $5,504,218.

    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 9,133 shares
    Change vs previous 13F -144 shares

    0.85% of the 13F portfolio, value $5,483,179.

    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 9,277 shares
    Change vs previous 13F -421 shares

    0.77% of the 13F portfolio, value $4,350,171.

    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 9,698 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,957,908.

    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).