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Pacific Capital Wealth Advisors, Inc.: BND position timeline

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

Pacific Capital Wealth Advisors, Inc. held 1,202,506 BND 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 1,202,506 shares
    Change vs previous 13F +99,996 shares

    13.31% of the 13F portfolio, value $88,275,958.

    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 1,102,510 shares
    Change vs previous 13F +70,597 shares

    13.64% of the 13F portfolio, value $81,188,805.

    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 1,031,913 shares
    Change vs previous 13F +19,592 shares

    13.1% of the 13F portfolio, value $76,433,776.

    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 1,012,321 shares
    Change vs previous 13F +145,008 shares

    13.03% of the 13F portfolio, value $75,286,335.

    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 867,313 shares
    Change vs previous 13F -144,132 shares

    11.59% of the 13F portfolio, value $63,175,112.

    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 1,011,445 shares
    Change vs previous 13F +41,628 shares

    12.84% of the 13F portfolio, value $74,290,626.

    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 969,817 shares
    Change vs previous 13F +52,832 shares

    11.64% of the 13F portfolio, value $69,739,555.

    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 916,985 shares
    Change vs previous 13F not available

    11.57% of the 13F portfolio, value $68,874,759.

    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).