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Montecito Bank & Trust: VNQ position timeline

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

Montecito Bank & Trust held 21,057 VNQ 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 21,057 shares
    Change vs previous 13F -237 shares

    0.29% of the 13F portfolio, value $1,887,339.

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

  2. period ended2026-06-30
    13F 21,294 shares
    Change vs previous 13F +994 shares

    0.31% of the 13F portfolio, value $2,053,380.

    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 20,300 shares
    Change vs previous 13F +2,156 shares

    0.3% of the 13F portfolio, value $1,800,610.

    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 18,144 shares
    Change vs previous 13F -414 shares

    0.26% of the 13F portfolio, value $1,605,563.

    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 18,558 shares
    Change vs previous 13F -1,154 shares

    0.26% of the 13F portfolio, value $1,696,572.

    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 19,712 shares
    Change vs previous 13F -1,244 shares

    0.32% of the 13F portfolio, value $1,784,724.

    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 20,956 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,866,761.

    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).