Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,636,544
+$2,400,269 QoQ
Shares Held
6,785
+43.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#519
of 1,973 holders
Holding Since
Mar 2020
26 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, 2026DIVIDEND ASSETS CAPITAL, LLC holds $8,652,408 across 5 Specialty Industrial Machinery names. PH ranks #1 (76.7% of the industry book) .
All Filings in PH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,636,544 | 6,785 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,236,275 | 4,732 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,969,749 | 2,241 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $529,946 | 699 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $519,661 | 744 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $452,240 | 744 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $543,169 | 854 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $539,574 | 854 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $411,729 | 814 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $452,413 | 814 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $366,256 | 795 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $348,620 | 895 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $349,085 | 895 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $279 | 960 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $279,360 | 960 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $246,429 | 1,017 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $295,013 | 1,199 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $435,287 | 1,534 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $502,629 | 1,580 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $444,595 | 1,590 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $496,903 | 1,618 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $983,510 | 3,118 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $860,270 | 3,158 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $666,305 | 3,293 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $614,137 | 3,351 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $834,034 | 6,429 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||