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Disclosery

Montecito Bank & Trust: XLV position timeline

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

Montecito Bank & Trust held 12,086 XLV 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 12,086 shares
    Change vs previous 13F +220 shares

    0.31% of the 13F portfolio, value $2,035,524.

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

  2. period ended2026-06-30
    13F 11,866 shares
    Change vs previous 13F -446 shares

    0.28% of the 13F portfolio, value $1,882,660.

    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 12,312 shares
    Change vs previous 13F -50 shares

    0.3% of the 13F portfolio, value $1,805,062.

    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 12,362 shares
    Change vs previous 13F -227 shares

    0.31% of the 13F portfolio, value $1,913,638.

    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 12,589 shares
    Change vs previous 13F -1,156 shares

    0.27% of the 13F portfolio, value $1,752,011.

    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 13,745 shares
    Change vs previous 13F -1,383 shares

    0.36% of the 13F portfolio, value $2,006,908.

    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 15,128 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,081,159.

    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).