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
- period ended2026-06-3013F 71,786 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,617 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,941 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 39,594 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,662 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,585 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,959 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,951 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).