Position in PH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$44,993
+$8,289 QoQ
Shares Held
46
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,801
of 1,972 holders
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $4,494,532 across 4 Specialty Industrial Machinery names. PH ranks #3 (1.0% of the industry book) .
All Filings in PH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,993 | 46 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $36,704 | 41 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $36,037 | 41 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $28,051 | 37 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $25,144 | 36 | Shares | Other | 2025-07-31 | |
| 2020-09-30 | $6,272 | 31 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $26,757 | 146 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||