Position in CR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$207,232
New position
Shares Held
929
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#453
of 595 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Phillips Wealth Planners LLC holds $2,609,315 across 6 Specialty Industrial Machinery names. CR ranks #6 (7.9% of the industry book) .
All Filings in CR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,232 | 929 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||