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Pacific Capital Wealth Advisors, Inc.: BIL position timeline

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

Pacific Capital Wealth Advisors, Inc. held 156,775 BIL 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 156,775 shares
    Change vs previous 13F -4,393 shares

    2.17% of the 13F portfolio, value $14,366,830.

    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 161,168 shares
    Change vs previous 13F -1,740 shares

    2.48% of the 13F portfolio, value $14,769,477.

    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 162,908 shares
    Change vs previous 13F -3,006 shares

    2.55% of the 13F portfolio, value $14,886,562.

    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 165,914 shares
    Change vs previous 13F +29,001 shares

    2.63% of the 13F portfolio, value $15,222,610.

    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 136,913 shares
    Change vs previous 13F -134,226 shares

    2.3% of the 13F portfolio, value $12,528,909.

    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 271,139 shares
    Change vs previous 13F +3,238 shares

    4.3% of the 13F portfolio, value $24,871,602.

    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 267,901 shares
    Change vs previous 13F +9,863 shares

    4.09% of the 13F portfolio, value $24,494,210.

    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 258,038 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $23,690,469.

    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).