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Disclosery

Montecito Bank & Trust: VOO position timeline

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

Montecito Bank & Trust held 4,896 VOO 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 4,896 shares
    Change vs previous 13F -9,068 shares

    0.52% of the 13F portfolio, value $3,431,411.

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

  2. period ended2026-06-30
    13F 13,964 shares
    Change vs previous 13F -8 shares

    1.43% of the 13F portfolio, value $9,590,615.

    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 13,972 shares
    Change vs previous 13F -330 shares

    1.37% of the 13F portfolio, value $8,348,969.

    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 14,302 shares
    Change vs previous 13F +9,429 shares

    1.43% of the 13F portfolio, value $8,969,213.

    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 4,873 shares
    Change vs previous 13F +366 shares

    0.46% of the 13F portfolio, value $2,984,128.

    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 4,507 shares
    Change vs previous 13F +198 shares

    0.41% of the 13F portfolio, value $2,316,192.

    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 4,309 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,321,732.

    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).