Bogart Wealth, LLC
- SEC CIK
- 0001715740
- Latest filing
- Jul 24, 2026
PCAR holding history
Paccar Inc in every 13F filed by Bogart Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PCAR overviewAll 13F holders of PCARFull Q2 2026 holdings
- Shares (Q2 2026)
- 124,160
- Value
- $14.9M
- % of portfolio
- 0.5%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 124,160 | $14.9M | 0.5% | +19,896+19.1% | Added | Holders |
| Q1 2026 | 104,264 | $12.0M | 0.5% | −41,192−28.3% | Reduced | Holders |
| Q4 2025 | 145,456 | $15.9M | 0.6% | +515+0.4% | Added | Holders |
| Q3 2025 | 144,941 | $14.3M | 0.6% | −1,262−0.9% | Reduced | Holders |
| Q2 2025 | 146,203 | $13.9M | 0.6% | +5,366+3.8% | Added | Holders |
| Q1 2025 | 140,837 | $13.7M | 0.6% | +2,353+1.7% | Added | Holders |
| Q4 2024 | 138,484 | $14.4M | 0.7% | −1,614−1.2% | Reduced | Holders |
| Q3 2024 | 140,098 | $13.8M | 0.7% | +24,938+21.7% | Added | Holders |
| Q2 2024 | 115,160 | $11.9M | 0.6% | +4,172+3.8% | Added | Holders |
| Q1 2024 | 110,988 | $13.8M | 0.7% | −11,632−9.5% | Reduced | Holders |
| Q4 2023 | 122,620 | $12.0M | 0.7% | −312−0.3% | Reduced | Holders |
| Q3 2023 | 122,932 | $10.5M | 0.6% | +122,932 | New | Holders |