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Disclosery

Montecito Bank & Trust: XLE position timeline

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

Montecito Bank & Trust held 6,252 XLE 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 6,252 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $384,498.

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

  2. period ended2026-06-30
    13F 6,452 shares
    Change vs previous 13F -100 shares

    0.05% of the 13F portfolio, value $342,665.

    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 6,552 shares
    Change vs previous 13F -900 shares

    0.07% of the 13F portfolio, value $401,375.

    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 7,452 shares
    Change vs previous 13F +3,696 shares

    0.05% of the 13F portfolio, value $333,179.

    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 3,756 shares
    Change vs previous 13F -550 shares

    0.05% of the 13F portfolio, value $335,561.

    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 4,306 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $402,396.

    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 4,306 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $368,852.

    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).