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Disclosery

Montecito Bank & Trust: VUG position timeline

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

Montecito Bank & Trust held 5,238 VUG 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 5,238 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $471,996.

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

  2. period ended2026-06-30
    13F 5,238 shares
    Change vs previous 13F +4,335 shares

    0.07% of the 13F portfolio, value $451,201.

    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 903 shares
    Change vs previous 13F +83 shares

    0.06% of the 13F portfolio, value $394,421.

    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 820 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $400,045.

    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 820 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $393,280.

    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 820 shares
    Change vs previous 13F -435 shares

    0.05% of the 13F portfolio, value $304,072.

    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 1,255 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $515,102.

    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).