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Pacific Capital Wealth Advisors, Inc.: IEFA position timeline

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

Pacific Capital Wealth Advisors, Inc. held 518,409 IEFA 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 518,409 shares
    Change vs previous 13F +18,995 shares

    7.55% of the 13F portfolio, value $50,067,914.

    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 499,414 shares
    Change vs previous 13F +12,926 shares

    7.59% of the 13F portfolio, value $45,211,974.

    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 486,488 shares
    Change vs previous 13F +4,193 shares

    7.46% of the 13F portfolio, value $43,521,241.

    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 482,295 shares
    Change vs previous 13F +3,281 shares

    7.29% of the 13F portfolio, value $42,109,190.

    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 479,014 shares
    Change vs previous 13F -94,559 shares

    7.26% of the 13F portfolio, value $39,583,305.

    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 573,573 shares
    Change vs previous 13F -49,906 shares

    7.5% of the 13F portfolio, value $43,390,809.

    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 623,479 shares
    Change vs previous 13F -19 shares

    7.32% of the 13F portfolio, value $43,818,115.

    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 623,498 shares
    Change vs previous 13F not available

    8.18% of the 13F portfolio, value $48,663,992.

    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).