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AE Wealth Management LLC: PCAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on PCAR, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 71,786 PCAR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,786 shares
    Change vs previous 13F +28,169 shares

    0.04% of the 13F portfolio, value $8,623,080.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 43,617 shares
    Change vs previous 13F +6,676 shares

    0.03% of the 13F portfolio, value $5,037,942.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 36,941 shares
    Change vs previous 13F -2,653 shares

    0.02% of the 13F portfolio, value $4,045,315.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 39,594 shares
    Change vs previous 13F +8,932 shares

    0.02% of the 13F portfolio, value $3,892,815.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 30,662 shares
    Change vs previous 13F +3,077 shares

    0.02% of the 13F portfolio, value $2,914,691.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 27,585 shares
    Change vs previous 13F +3,626 shares

    0.02% of the 13F portfolio, value $2,686,239.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 23,959 shares
    Change vs previous 13F +16,008 shares

    0.02% of the 13F portfolio, value $2,492,401.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 7,951 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $784,631.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).