Skip to content
Disclosery

Montecito Bank & Trust: XLF position timeline

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

Montecito Bank & Trust held 14,487 XLF 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 14,487 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $773,606.

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

  2. period ended2026-06-30
    13F 14,487 shares
    Change vs previous 13F -550 shares

    0.12% of the 13F portfolio, value $776,648.

    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 15,037 shares
    Change vs previous 13F -750 shares

    0.12% of the 13F portfolio, value $742,377.

    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 15,787 shares
    Change vs previous 13F -62 shares

    0.14% of the 13F portfolio, value $864,654.

    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 15,849 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $853,786.

    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 15,849 shares
    Change vs previous 13F -50 shares

    0.14% of the 13F portfolio, value $789,439.

    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 15,899 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $768,399.

    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).