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Beverly Hills Private Wealth, LLC: PCAR position timeline

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

Beverly Hills Private Wealth, LLC held 10,076 PCAR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,076 shares
    Change vs previous 13F +342 shares

    0.23% of the 13F portfolio, value $1,210,329.

    13F-HR 0001965710-26-000005 filed by Beverly Hills Private Wealth, 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 9,734 shares
    Change vs previous 13F -8,653 shares

    0.19% of the 13F portfolio, value $1,124,274.

    13F-HR 0001085146-26-000375 filed by Beverly Hills Private Wealth, 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/A 18,387 shares
    Change vs previous 13F -1,565 shares

    0.34% of the 13F portfolio, value $2,013,600.

    13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private Wealth, 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 19,952 shares
    Change vs previous 13F +359 shares

    0.35% of the 13F portfolio, value $1,961,716.

    13F-HR 0001085146-25-005976 filed by Beverly Hills Private Wealth, 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 19,593 shares
    Change vs previous 13F +2,092 shares

    0.35% of the 13F portfolio, value $1,862,545.

    13F-HR 0001085146-25-004273 filed by Beverly Hills Private Wealth, 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 17,501 shares
    Change vs previous 13F +1,168 shares

    0.34% of the 13F portfolio, value $1,704,102.

    13F-HR 0001085146-25-002465 filed by Beverly Hills Private Wealth, 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 16,333 shares
    Change vs previous 13F -2,928 shares

    0.34% of the 13F portfolio, value $1,698,995.

    13F-HR 0001085146-25-001381 filed by Beverly Hills Private Wealth, 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 19,261 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,900,698.

    13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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