State location: CA | State of Inc.: CA | Fiscal Year End: 1231
formerly: PACIFIC CAPITAL WEALTH ADVISORS, INC (filings through 2024-08-06)
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-25-000994 (34 Act) Size: 172 KB |
2025-01-22 | 028-20100 25546047 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-24-017639 (34 Act) Size: 209 KB |
2024-10-15 | 028-20100 241368945 |
| N-PX | Documents | Annual Report of proxy voting record of management investment companies Acc-no: 0001062993-24-015509 (34 Act) Size: 3 KB |
2024-08-21 | 028-20100 241228630 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-24-014483 (34 Act) Size: 265 KB |
2024-08-06 | 028-20100 241177957 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-24-010312 (34 Act) Size: 253 KB |
2024-05-15 | 028-20100 24949523 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-24-002079 (34 Act) Size: 170 KB |
2024-02-06 | 028-20100 24600414 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-23-020069 (34 Act) Size: 35 KB |
2023-11-03 | 028-20100 231374977 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-23-015584 (34 Act) Size: 35 KB |
2023-08-01 | 028-20100 231132019 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-23-010323 (34 Act) Size: 46 KB |
2023-05-05 | 028-20100 23893487 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-23-003524 (34 Act) Size: 47 KB |
2023-02-15 | 028-20100 23632391 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-22-021998 (34 Act) Size: 43 KB |
2022-11-14 | 028-20100 221383342 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-22-017397 (34 Act) Size: 44 KB |
2022-08-05 | 028-20100 221141182 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-22-012559 (34 Act) Size: 42 KB |
2022-05-16 | 028-20100 22928145 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-22-007078 (34 Act) Size: 48 KB |
2022-03-08 | 028-20100 22722809 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-21-011783 (34 Act) Size: 38 KB |
2021-11-30 | 028-20100 211459484 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-21-007469 (34 Act) Size: 36 KB |
2021-08-13 | 028-20100 211171935 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-21-004720 (34 Act) Size: 31 KB |
2021-05-17 | 028-20100 21929826 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-21-001513 (34 Act) Size: 31 KB |
2021-02-16 | 028-20100 21637536 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-20-005646 (34 Act) Size: 100 KB |
2020-11-16 | 028-20100 201312963 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-20-003813 (34 Act) Size: 27 KB |
2020-08-11 | 028-20100 201092251 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-20-002525 (34 Act) Size: 25 KB |
2020-05-19 | 028-20100 20893713 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001062993-20-000980 (34 Act) Size: 27 KB |
2020-02-14 | 028-20100 20618272 |