Position in PH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,480,873
+$103,099 QoQ
Shares Held
1,514
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#866
of 1,973 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WBH ADVISORY INC holds $7,349,623 across 6 Specialty Industrial Machinery names. PH ranks #2 (20.1% of the industry book) .
All Filings in PH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,873 | 1,514 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,377,774 | 1,539 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,352,719 | 1,539 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,166,792 | 1,539 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,074,945 | 1,539 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $951,285 | 1,565 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,022,736 | 1,608 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,057,034 | 1,673 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $846,220 | 1,673 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $932,615 | 1,678 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $784,572 | 1,703 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $673,090 | 1,728 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $734,445 | 1,883 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $632,895 | 1,883 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $358,134 | 1,478 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $363,661 | 1,478 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $419,397 | 1,478 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $470,181 | 1,478 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $420,268 | 1,503 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $461,586 | 1,503 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $474,091 | 1,503 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $436,673 | 1,603 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $334,468 | 1,653 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $302,945 | 1,653 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $214,443 | 1,653 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||