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Disclosery

Montecito Bank & Trust: VYM position timeline

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

Montecito Bank & Trust held 20,808 VYM 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 20,808 shares
    Change vs previous 13F +10 shares

    0.49% of the 13F portfolio, value $3,229,402.

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

  2. period ended2026-06-30
    13F 20,798 shares
    Change vs previous 13F -100 shares

    0.49% of the 13F portfolio, value $3,286,708.

    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 20,898 shares
    Change vs previous 13F -1,595 shares

    0.51% of the 13F portfolio, value $3,094,994.

    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 22,493 shares
    Change vs previous 13F -1,281 shares

    0.51% of the 13F portfolio, value $3,228,195.

    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 23,774 shares
    Change vs previous 13F -574 shares

    0.52% of the 13F portfolio, value $3,350,945.

    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 24,348 shares
    Change vs previous 13F -240 shares

    0.56% of the 13F portfolio, value $3,139,918.

    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 24,588 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,137,183.

    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).