Position in PH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,812,350
+$448,951 QoQ
Shares Held
4,920
+0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#585
of 1,972 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Legacy Private Trust Co. holds $12,455,241 across 6 Specialty Industrial Machinery names. PH ranks #1 (38.6% of the industry book) .
All Filings in PH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,812,350 | 4,920 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,363,399 | 4,874 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,612,782 | 5,248 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,791,508 | 5,001 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,671,856 | 5,257 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,538,294 | 5,821 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $3,764,661 | 5,919 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $3,087,072 | 4,886 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||