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Optimist Retirement Group LLC: PCAR position timeline

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

Optimist Retirement Group LLC held 358,804 PCAR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 358,804 shares
    Change vs previous 13F +41 shares

    16.63% of the 13F portfolio, value $43,099,494.

    13F-HR 0002011850-26-000003 filed by Optimist Retirement Group 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 358,763 shares
    Change vs previous 13F -964 shares

    18.28% of the 13F portfolio, value $41,437,085.

    13F-HR 0002011850-26-000002 filed by Optimist Retirement Group 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 359,727 shares
    Change vs previous 13F -485 shares

    18.05% of the 13F portfolio, value $39,393,720.

    13F-HR 0002011850-26-000001 filed by Optimist Retirement Group 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 360,212 shares
    Change vs previous 13F -5,070 shares

    16.01% of the 13F portfolio, value $35,416,002.

    13F-HR 0002011850-25-000007 filed by Optimist Retirement Group 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 365,282 shares
    Change vs previous 13F -7,240 shares

    16.65% of the 13F portfolio, value $34,723,702.

    13F-HR 0002011850-25-000006 filed by Optimist Retirement Group 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 372,522 shares
    Change vs previous 13F -979 shares

    18.16% of the 13F portfolio, value $36,272,436.

    13F-HR 0002011850-25-000005 filed by Optimist Retirement Group 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 373,501 shares
    Change vs previous 13F -4,818 shares

    18.38% of the 13F portfolio, value $38,851,621.

    13F-HR 0002011850-25-000003 filed by Optimist Retirement Group 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 378,319 shares
    Change vs previous 13F not available

    16.85% of the 13F portfolio, value $37,332,510.

    13F-HR 0002011850-24-000005 filed by Optimist Retirement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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