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Montecito Bank & Trust: VTV position timeline

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

Montecito Bank & Trust held 9,911 VTV 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 9,911 shares
    Change vs previous 13F +100 shares

    0.32% of the 13F portfolio, value $2,141,569.

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

  2. period ended2026-06-30
    13F 9,811 shares
    Change vs previous 13F +25 shares

    0.32% of the 13F portfolio, value $2,138,111.

    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 9,786 shares
    Change vs previous 13F +500 shares

    0.32% of the 13F portfolio, value $1,920,013.

    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 9,286 shares
    Change vs previous 13F +1,600 shares

    0.28% of the 13F portfolio, value $1,773,533.

    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 7,686 shares
    Change vs previous 13F +815 shares

    0.22% of the 13F portfolio, value $1,433,362.

    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 6,871 shares
    Change vs previous 13F +490 shares

    0.21% of the 13F portfolio, value $1,186,897.

    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 6,381 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,080,303.

    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).