Twelve Points Wealth Management LLC

Position in PCAR — Paccar Inc

CIK 1877090 CONCORD, MA

Position in PCAR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,587,385

+$170,662 QoQ

Shares Held

13,215

+7.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#445

of 1,094 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Industrials · as of Jun 30, 2026

Twelve Points Wealth Management LLC holds $1,587,385 across 1 Farm & Heavy Construction Machinery name. PCAR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PCAR	Paccar Inc This page	13,215	$1,587,385

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,587,385	13,215	+7.7%	Shares	Sole	2026-08-07
2026-03-31	$1,416,723	12,266	-3.4%	Shares	Sole	2026-04-14
2025-12-31	$1,390,886	12,701	-23.4%	Shares	Sole	2026-01-23
2025-09-30	$1,630,342	16,582	+2.2%	Shares	Sole	2025-10-22
2025-06-30	$1,541,873	16,220	+11.5%	Shares	Sole	2025-07-16
2025-03-31	$1,415,954	14,542	+4.0%	Shares	Sole	2025-04-30
2024-12-31	$1,454,927	13,987	+16.1%	Shares	Sole	2025-01-23
2024-09-30	$1,188,403	12,043	+9.1%	Shares	Sole	2024-10-16
2024-06-30	$1,135,839	11,034	+8.0%	Shares	Sole	2024-07-12
2024-03-31	$1,265,784	10,217	-0.5%	Shares	Sole	2024-04-15
2023-12-31	$1,002,279	10,264	+5.8%	Shares	Sole	2024-01-12
2023-09-30	$825,034	9,704	+3.8%	Shares	Sole	2023-10-18
2023-06-30	$781,960	9,348	+12.3%	Shares	Sole	2023-07-13
2023-03-31	$609,243	8,323	+59.1%	Shares	Sole	2023-04-18
2022-12-31	$517,811	5,232	-0.6%	Shares	Sole	2023-01-17
2022-09-30	$440,627	5,265	+2.0%	Shares	Sole	2022-10-20
2022-06-30	$424,956	5,161	+25.3%	Shares	Sole	2022-07-18
2022-03-31	$362,672	4,118	+37.5%	Shares	Sole	2022-05-11
2021-12-31	$264,250	2,994	—	Shares	Sole	2022-03-18
No filing history on record for this holder in this stock.