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Disclosery

Montecito Bank & Trust: VWO position timeline

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

Montecito Bank & Trust held 17,332 VWO 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 17,332 shares
    Change vs previous 13F +43 shares

    0.16% of the 13F portfolio, value $1,027,961.

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

  2. period ended2026-06-30
    13F 17,289 shares
    Change vs previous 13F -60 shares

    0.15% of the 13F portfolio, value $1,031,980.

    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 17,349 shares
    Change vs previous 13F +2,370 shares

    0.15% of the 13F portfolio, value $937,713.

    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 14,979 shares
    Change vs previous 13F +592 shares

    0.13% of the 13F portfolio, value $805,271.

    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 14,387 shares
    Change vs previous 13F +4,030 shares

    0.12% of the 13F portfolio, value $779,488.

    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 10,357 shares
    Change vs previous 13F +250 shares

    0.08% of the 13F portfolio, value $468,758.

    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 10,107 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $445,112.

    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).