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Disclosery

Montecito Bank & Trust: VZ position timeline

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

Montecito Bank & Trust held 33,607 VZ 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 33,607 shares
    Change vs previous 13F -476 shares

    0.23% of the 13F portfolio, value $1,541,553.

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

  2. period ended2026-06-30
    13F 34,083 shares
    Change vs previous 13F +685 shares

    0.22% of the 13F portfolio, value $1,443,075.

    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 33,398 shares
    Change vs previous 13F -855 shares

    0.28% of the 13F portfolio, value $1,676,580.

    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 34,253 shares
    Change vs previous 13F +494 shares

    0.22% of the 13F portfolio, value $1,395,125.

    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 33,759 shares
    Change vs previous 13F -1,441 shares

    0.23% of the 13F portfolio, value $1,483,709.

    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 35,200 shares
    Change vs previous 13F -2,446 shares

    0.28% of the 13F portfolio, value $1,596,672.

    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 37,646 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,505,464.

    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).