Position in IR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,932,864
-$77,564 QoQ
Shares Held
35,771
-4.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#256
of 885 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Citizens Business Bank holds $4,551,901 across 3 Specialty Industrial Machinery names. IR ranks #1 (64.4% of the industry book) .
All Filings in IR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,932,864 | 35,771 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,010,428 | 37,574 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,001,328 | 37,886 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,064,541 | 37,092 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,061,439 | 36,805 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,923,655 | 36,532 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,695,888 | 29,802 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $607,529 | 6,716 | Principal | Sole | 2025-02-14 | |
| 2024-09-30 | $3,661,269 | 37,299 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $3,407,408 | 37,510 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,523,213 | 37,106 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,925,539 | 37,827 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $2,506,935 | 39,343 | Shares | Other | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||