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Pacific Capital Wealth Advisors, Inc.: AAPL position timeline

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

Pacific Capital Wealth Advisors, Inc. held 16,713 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,713 shares
    Change vs previous 13F -599 shares

    0.73% of the 13F portfolio, value $4,835,994.

    13F-HR 0001803523-26-000003 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 17,312 shares
    Change vs previous 13F +673 shares

    0.74% of the 13F portfolio, value $4,393,736.

    13F-HR 0001803523-26-000002 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 16,639 shares
    Change vs previous 13F -361 shares

    0.78% of the 13F portfolio, value $4,523,513.

    13F-HR 0001803523-26-000001 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,000 shares
    Change vs previous 13F -7,264 shares

    0.75% of the 13F portfolio, value $4,328,817.

    13F-HR 0001803523-25-000005 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,264 shares
    Change vs previous 13F -13,940 shares

    0.93% of the 13F portfolio, value $5,094,314.

    13F-HR 0001062993-25-012646 filed by Pacific Capital Wealth Advisors, Inc.
    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 38,204 shares
    Change vs previous 13F +69 shares

    1.47% of the 13F portfolio, value $8,486,345.

    13F-HR 0001062993-25-007662 filed by Pacific Capital Wealth Advisors, Inc.
    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 38,135 shares
    Change vs previous 13F -84 shares

    1.59% of the 13F portfolio, value $9,549,867.

    13F-HR 0001062993-25-000994 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,219 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $8,905,119.

    13F-HR 0001062993-24-017639 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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