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Disclosery

Lodestone Wealth Management LLC: PCAR position timeline

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

Lodestone Wealth Management LLC held 8,550 PCAR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,550 shares
    Change vs previous 13F -323 shares

    0.36% of the 13F portfolio, value $1,027,026.

    13F-HR 0001950158-26-000004 filed by Lodestone 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/A 8,873 shares
    Change vs previous 13F -4,289 shares

    0.41% of the 13F portfolio, value $1,024,832.

    13F-HR/A 0001950158-26-000003 filed by Lodestone 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 13,162 shares
    Change vs previous 13F -1,105 shares

    0.59% of the 13F portfolio, value $1,441,371.

    13F-HR 0001950158-26-000001 filed by Lodestone 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 14,267 shares
    Change vs previous 13F -444 shares

    0.63% of the 13F portfolio, value $1,402,731.

    13F-HR 0001950158-25-000007 filed by Lodestone 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 14,711 shares
    Change vs previous 13F -705 shares

    0.68% of the 13F portfolio, value $1,398,428.

    13F-HR 0001754960-25-000570 filed by Lodestone 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 15,416 shares
    Change vs previous 13F -806 shares

    0.8% of the 13F portfolio, value $1,501,056.

    13F-HR 0001950158-25-000005 filed by Lodestone 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 16,222 shares
    Change vs previous 13F -2,876 shares

    0.85% of the 13F portfolio, value $1,687,412.

    13F-HR 0001950158-25-000001 filed by Lodestone 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 19,098 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,884,591.

    13F-HR 0001950158-24-000005 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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