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Disclosery

Montecito Bank & Trust: VO position timeline

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

Montecito Bank & Trust held 23,332 VO 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 23,332 shares
    Change vs previous 13F +930 shares

    0.28% of the 13F portfolio, value $1,829,695.

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

  2. period ended2026-06-30
    13F 22,402 shares
    Change vs previous 13F +17,867 shares

    0.27% of the 13F portfolio, value $1,804,929.

    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 4,535 shares
    Change vs previous 13F +280 shares

    0.21% of the 13F portfolio, value $1,302,361.

    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 4,255 shares
    Change vs previous 13F -124 shares

    0.2% of the 13F portfolio, value $1,234,886.

    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 4,379 shares
    Change vs previous 13F -65 shares

    0.2% of the 13F portfolio, value $1,286,287.

    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 4,444 shares
    Change vs previous 13F -125 shares

    0.2% of the 13F portfolio, value $1,149,307.

    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 4,569 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,206,810.

    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).