Position in NPO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$283,828
New position
Shares Held
753
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#268
of 407 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $2,881,210 across 4 Specialty Industrial Machinery names. NPO ranks #3 (9.9% of the industry book) .
All Filings in NPO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,828 | 753 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||