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Disclosery

Montecito Bank & Trust: USMV position timeline

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

Montecito Bank & Trust held 45,269 USMV 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 45,269 shares
    Change vs previous 13F -100 shares

    0.67% of the 13F portfolio, value $4,411,011.

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

  2. period ended2026-06-30
    13F 45,369 shares
    Change vs previous 13F -2,504 shares

    0.65% of the 13F portfolio, value $4,376,294.

    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 47,873 shares
    Change vs previous 13F +1,047 shares

    0.73% of the 13F portfolio, value $4,439,742.

    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 46,826 shares
    Change vs previous 13F -4,569 shares

    0.7% of the 13F portfolio, value $4,409,137.

    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 51,395 shares
    Change vs previous 13F +3,028 shares

    0.76% of the 13F portfolio, value $4,889,720.

    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 48,367 shares
    Change vs previous 13F +1,248 shares

    0.8% of the 13F portfolio, value $4,530,054.

    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 47,119 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,183,696.

    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).