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RFG - Bristol Wealth Advisors, LLC: PCAR position timeline

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

RFG - Bristol Wealth Advisors, LLC held 5,985 PCAR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,985 shares
    Change vs previous 13F -4,206 shares

    0.16% of the 13F portfolio, value $657,242.

    13F-HR 0001085146-26-000866 filed by RFG - Bristol Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,191 shares
    Change vs previous 13F +30 shares

    0.3% of the 13F portfolio, value $1,224,120.

    13F-HR 0002055104-26-000003 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,161 shares
    Change vs previous 13F +35 shares

    0.32% of the 13F portfolio, value $1,173,616.

    13F-HR 0002055104-26-000002 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,126 shares
    Change vs previous 13F +3,953 shares

    0.31% of the 13F portfolio, value $1,108,951.

    13F-HR 0002055104-26-000001 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,173 shares
    Change vs previous 13F +3,270 shares

    0.18% of the 13F portfolio, value $606,941.

    13F-HR 0002055104-25-000004 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,903 shares
    Change vs previous 13F -1,382 shares

    0.09% of the 13F portfolio, value $275,975.

    13F-HR 0001085146-25-004554 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,285 shares
    Change vs previous 13F +13 shares

    0.14% of the 13F portfolio, value $417,271.

    13F-HR 0001085146-25-002759 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,272 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $444,336.

    13F-HR 0001085146-25-001089 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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