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Pacific Capital Wealth Advisors, Inc.: AOR position timeline

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

Pacific Capital Wealth Advisors, Inc. held 5,128 AOR 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 5,128 shares
    Change vs previous 13F -108 shares

    0.05% of the 13F portfolio, value $356,396.

    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 5,236 shares
    Change vs previous 13F -67 shares

    0.06% of the 13F portfolio, value $336,937.

    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 5,303 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $344,748.

    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 5,302 shares
    Change vs previous 13F -2,730 shares

    0.06% of the 13F portfolio, value $341,343.

    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 8,032 shares
    Change vs previous 13F -8,249 shares

    0.09% of the 13F portfolio, value $489,864.

    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 16,281 shares
    Change vs previous 13F -876 shares

    0.16% of the 13F portfolio, value $937,288.

    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 17,157 shares
    Change vs previous 13F +78 shares

    0.16% of the 13F portfolio, value $983,430.

    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 17,079 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,011,773.

    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).