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Montecito Bank & Trust: VIGI position timeline

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

Montecito Bank & Trust held 87,035 VIGI 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 87,035 shares
    Change vs previous 13F -348 shares

    1.24% of the 13F portfolio, value $8,217,845.

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

  2. period ended2026-06-30
    13F 87,383 shares
    Change vs previous 13F +101 shares

    1.22% of the 13F portfolio, value $8,159,825.

    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 87,282 shares
    Change vs previous 13F -4,430 shares

    1.27% of the 13F portfolio, value $7,720,966.

    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 91,712 shares
    Change vs previous 13F -3,817 shares

    1.34% of the 13F portfolio, value $8,387,063.

    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 95,529 shares
    Change vs previous 13F +8,844 shares

    1.33% of the 13F portfolio, value $8,556,533.

    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 86,685 shares
    Change vs previous 13F +6 shares

    1.27% of the 13F portfolio, value $7,189,654.

    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 86,679 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $6,933,454.

    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).