Golden State Wealth Management, LLC

Position in PCAR — Paccar Inc

CIK 1776033 SANTA ANA, CA

Position in PCAR

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$25,105

-$1,229 QoQ

Shares Held

209

-8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#932

of 1,094 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $3,615,584 across 5 Farm & Heavy Construction Machinery names. PCAR ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	2,948	$3,139,325
2	DE	Deere & Co	680	$431,344
3	PCAR	Paccar Inc This page	209	$25,105
4	OSK	Oshkosh Corp	101	$15,501
5	AGCO	Agco Corp /De	36	$4,309

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,105	209	-8.3%	Shares	Sole	2026-07-22
2026-03-31	$26,334	228	-36.7%	Shares	Sole	2026-04-28
2025-12-31	$39,423	360	0.0%	Shares	Sole	2026-02-13
2025-09-30	$35,395	360	+0.3%	Shares	Sole	2025-11-03
2025-06-30	$34,126	359	+0.3%	Shares	Sole	2025-08-06
2025-03-31	$34,858	358	+1.7%	Shares	Sole	2025-04-24
2024-12-31	$36,615	352	-2.2%	Shares	Sole	2025-01-28
2020-03-31	$22,006	360	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.