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Disclosery

Montecito Bank & Trust: SPY position timeline

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

Montecito Bank & Trust held 18,450 SPY 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 18,450 shares
    Change vs previous 13F -604 shares

    2.13% of the 13F portfolio, value $14,070,523.

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

  2. period ended2026-06-30
    13F 19,054 shares
    Change vs previous 13F -559 shares

    2.13% of the 13F portfolio, value $14,228,956.

    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 19,613 shares
    Change vs previous 13F -59 shares

    2.1% of the 13F portfolio, value $12,755,118.

    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 19,672 shares
    Change vs previous 13F -190 shares

    2.14% of the 13F portfolio, value $13,414,730.

    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 19,862 shares
    Change vs previous 13F -285 shares

    2.06% of the 13F portfolio, value $13,231,667.

    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 20,147 shares
    Change vs previous 13F -131 shares

    1.99% of the 13F portfolio, value $11,270,031.

    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 20,278 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $11,884,530.

    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).