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Disclosery

Montecito Bank & Trust: SBRA position timeline

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

Montecito Bank & Trust held 46,880 SBRA 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 46,880 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $924,474.

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

  2. period ended2026-06-30
    13F 46,880 shares
    Change vs previous 13F +5,000 shares

    0.14% of the 13F portfolio, value $914,629.

    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 41,880 shares
    Change vs previous 13F +1,880 shares

    0.13% of the 13F portfolio, value $805,352.

    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 40,000 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $757,600.

    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).