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Disclosery

Montecito Bank & Trust: V position timeline

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

Montecito Bank & Trust held 14,361 V 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 14,361 shares
    Change vs previous 13F +86 shares

    0.78% of the 13F portfolio, value $5,160,338.

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

  2. period ended2026-06-30
    13F 14,275 shares
    Change vs previous 13F +777 shares

    0.73% of the 13F portfolio, value $4,897,610.

    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 13,498 shares
    Change vs previous 13F +71 shares

    0.67% of the 13F portfolio, value $4,079,636.

    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 13,427 shares
    Change vs previous 13F -203 shares

    0.75% of the 13F portfolio, value $4,708,983.

    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 13,630 shares
    Change vs previous 13F +1,908 shares

    0.72% of the 13F portfolio, value $4,653,010.

    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 11,722 shares
    Change vs previous 13F -301 shares

    0.73% of the 13F portfolio, value $4,108,092.

    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 12,023 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,799,749.

    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).