Skip to content
Disclosery

Pacific Capital Wealth Advisors, Inc.: SGOV position timeline

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

Pacific Capital Wealth Advisors, Inc. held 136,912 SGOV 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 136,912 shares
    Change vs previous 13F +22,260 shares

    2.08% of the 13F portfolio, value $13,782,890.

    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 114,652 shares
    Change vs previous 13F +14,864 shares

    1.94% of the 13F portfolio, value $11,540,900.

    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 99,788 shares
    Change vs previous 13F +12,373 shares

    1.72% of the 13F portfolio, value $10,016,730.

    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 87,415 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $8,802,691.

    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).