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Montecito Bank & Trust: SHYG position timeline

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

Montecito Bank & Trust held 18,870 SHYG 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 18,870 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $778,388.

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

  2. period ended2026-06-30
    13F 18,870 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $800,277.

    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 18,870 shares
    Change vs previous 13F -200 shares

    0.13% of the 13F portfolio, value $798,390.

    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 19,070 shares
    Change vs previous 13F -32 shares

    0.13% of the 13F portfolio, value $817,531.

    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 19,102 shares
    Change vs previous 13F -1,208 shares

    0.13% of the 13F portfolio, value $827,117.

    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 20,310 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $863,581.

    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 20,310 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $865,409.

    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).