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Pacific Capital Wealth Advisors, Inc.: XLP position timeline

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

Pacific Capital Wealth Advisors, Inc. held 0 XLP shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -8,498 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 8,498 shares
    Change vs previous 13F -3 shares

    0.11% of the 13F portfolio, value $660,125.

    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).

  3. period ended2025-09-30
    13F 8,501 shares
    Change vs previous 13F -10,766 shares

    0.12% of the 13F portfolio, value $666,223.

    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).

  4. period ended2025-06-30
    13F 19,267 shares
    Change vs previous 13F -32,323 shares

    0.29% of the 13F portfolio, value $1,582,013.

    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).

  5. period ended2025-03-31
    13F 51,590 shares
    Change vs previous 13F -31,124 shares

    0.73% of the 13F portfolio, value $4,213,351.

    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).

  6. period ended2024-12-31
    13F 82,714 shares
    Change vs previous 13F -52,775 shares

    1.09% of the 13F portfolio, value $6,502,161.

    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).

  7. period ended2024-09-30
    13F 135,489 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $11,245,621.

    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).