Skip to content
Disclosery

Montecito Bank & Trust: QUAL position timeline

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

Montecito Bank & Trust held 53,154 QUAL 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 53,154 shares
    Change vs previous 13F -627 shares

    1.79% of the 13F portfolio, value $11,812,945.

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

  2. period ended2026-06-30
    13F 53,781 shares
    Change vs previous 13F -3,207 shares

    1.77% of the 13F portfolio, value $11,801,165.

    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 56,988 shares
    Change vs previous 13F +209 shares

    1.8% of the 13F portfolio, value $10,930,869.

    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 56,779 shares
    Change vs previous 13F -1,400 shares

    1.8% of the 13F portfolio, value $11,277,445.

    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 58,179 shares
    Change vs previous 13F +1,156 shares

    1.76% of the 13F portfolio, value $11,315,816.

    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 57,023 shares
    Change vs previous 13F +1,543 shares

    1.72% of the 13F portfolio, value $9,744,660.

    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 55,480 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $9,879,878.

    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).