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Montecito Bank & Trust: VYMI position timeline

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

Montecito Bank & Trust held 39,556 VYMI 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 39,556 shares
    Change vs previous 13F +300 shares

    0.61% of the 13F portfolio, value $4,000,299.

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

  2. period ended2026-06-30
    13F 39,256 shares
    Change vs previous 13F +100 shares

    0.58% of the 13F portfolio, value $3,854,939.

    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 39,156 shares
    Change vs previous 13F -2,245 shares

    0.61% of the 13F portfolio, value $3,690,061.

    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 41,401 shares
    Change vs previous 13F -151 shares

    0.59% of the 13F portfolio, value $3,726,090.

    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 41,552 shares
    Change vs previous 13F +1,536 shares

    0.55% of the 13F portfolio, value $3,518,623.

    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 40,016 shares
    Change vs previous 13F +131 shares

    0.52% of the 13F portfolio, value $2,948,779.

    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 39,885 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,707,393.

    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).