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Disclosery

Montecito Bank & Trust: UNH position timeline

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

Montecito Bank & Trust held 3,414 UNH shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,414 shares
    Change vs previous 13F +238 shares

    0.32% of the 13F portfolio, value $1,788,083.

    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).

  2. period ended2024-12-31
    13F 3,176 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,606,611.

    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).