Mowery & Schoenfeld Wealth Management, LLC
Position in PCAR — Paccar Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in PCAR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,609
+$369 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#987
of 1,090 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCAR Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $1,128,407 across 3 Farm & Heavy Construction Machinery names. PCAR ranks #3 (0.9% of the industry book) .
All Filings in PCAR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,609 | 80 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,240 | 80 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,074 | 92 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,865 | 80 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,604 | 80 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,789 | 80 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,465 | 91 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||