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Montecito Bank & Trust: TMO position timeline

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

Montecito Bank & Trust held 2,533 TMO 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 2,533 shares
    Change vs previous 13F -13 shares

    0.26% of the 13F portfolio, value $1,709,901.

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

  2. period ended2026-06-30
    13F 2,546 shares
    Change vs previous 13F -276 shares

    0.19% of the 13F portfolio, value $1,276,462.

    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 2,822 shares
    Change vs previous 13F -120 shares

    0.23% of the 13F portfolio, value $1,387,097.

    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 2,942 shares
    Change vs previous 13F -17 shares

    0.27% of the 13F portfolio, value $1,704,742.

    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 2,959 shares
    Change vs previous 13F -288 shares

    0.22% of the 13F portfolio, value $1,435,174.

    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 3,247 shares
    Change vs previous 13F -250 shares

    0.29% of the 13F portfolio, value $1,615,707.

    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 3,497 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,819,244.

    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).