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Pacific Capital Wealth Advisors, Inc.: SPY position timeline

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

Pacific Capital Wealth Advisors, Inc. held 280,356 SPY 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 280,356 shares
    Change vs previous 13F +248 shares

    31.56% of the 13F portfolio, value $209,361,093.

    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 280,108 shares
    Change vs previous 13F +6,219 shares

    30.6% of the 13F portfolio, value $182,165,234.

    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 273,889 shares
    Change vs previous 13F -2,436 shares

    32.01% of the 13F portfolio, value $186,770,678.

    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 276,325 shares
    Change vs previous 13F -13,710 shares

    31.85% of the 13F portfolio, value $184,082,473.

    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 290,035 shares
    Change vs previous 13F +7,709 shares

    33.03% of the 13F portfolio, value $180,018,959.

    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 282,326 shares
    Change vs previous 13F +5,756 shares

    27.3% of the 13F portfolio, value $157,930,118.

    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 276,570 shares
    Change vs previous 13F +1,788 shares

    27.07% of the 13F portfolio, value $162,092,282.

    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 274,782 shares
    Change vs previous 13F not available

    26.5% of the 13F portfolio, value $157,659,034.

    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).