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Pacific Capital Wealth Advisors, Inc.: TCV position timeline

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

Pacific Capital Wealth Advisors, Inc. held 6,556 TCV 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 6,556 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $210,113.

    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 ยง4.2).