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Pacific Capital Wealth Advisors, Inc.: BIV position timeline

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

Pacific Capital Wealth Advisors, Inc. held 175,507 BIV 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 175,507 shares
    Change vs previous 13F -13,036 shares

    2.03% of the 13F portfolio, value $13,461,387.

    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 188,543 shares
    Change vs previous 13F +1,299 shares

    2.44% of the 13F portfolio, value $14,551,749.

    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 187,244 shares
    Change vs previous 13F -103 shares

    2.5% of the 13F portfolio, value $14,582,563.

    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 187,347 shares
    Change vs previous 13F -12,840 shares

    2.53% of the 13F portfolio, value $14,629,927.

    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 200,187 shares
    Change vs previous 13F +39,893 shares

    2.81% of the 13F portfolio, value $15,318,309.

    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 160,294 shares
    Change vs previous 13F -26,434 shares

    2.12% of the 13F portfolio, value $12,273,712.

    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 186,728 shares
    Change vs previous 13F +48,134 shares

    2.33% of the 13F portfolio, value $13,954,183.

    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 138,594 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $10,861,612.

    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).