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Pacific Capital Partners Ltd: AER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Capital Partners Ltd on AER, newest first. How the timeline and the estimate are built.

Pacific Capital Partners Ltd held 0 AER shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -32,750 shares

    13F-HR 0002064920-26-000002 filed by Pacific Capital Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 32,750 shares
    Change vs previous 13F +13,000 shares

    5% of the 13F portfolio, value $4,708,140.

    13F-HR 0002064920-26-000001 filed by Pacific Capital Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 19,750 shares
    Change vs previous 13F +7,250 shares

    2.66% of the 13F portfolio, value $2,389,750.

    13F-HR 0002064920-25-000012 filed by Pacific Capital Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 12,500 shares
    Change vs previous 13F -66,307 shares

    1.37% of the 13F portfolio, value $1,462,500.

    13F-HR 0002064920-25-000009 filed by Pacific Capital Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 78,807 shares
    Change vs previous 13F +13,807 shares

    5.09% of the 13F portfolio, value $8,051,711.

    13F-HR 0002064920-25-000001 filed by Pacific Capital Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 65,000 shares
    Change vs previous 13F +15,000 shares

    3.66% of the 13F portfolio, value $6,220,500.

    13F-HR 0002064920-25-000002 filed by Pacific Capital Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 50,000 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $4,736,000.

    13F-HR 0002064920-25-000003 filed by Pacific Capital Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).