Position in PH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,926,790
+$370,914 QoQ
Shares Held
5,037
-1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.59%
of 13F equity value
Holder Rank
#578
of 1,972 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, 2026BANK OF STOCKTON holds $11,176,427 across 4 Specialty Industrial Machinery names. PH ranks #1 (44.1% 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 | $4,926,790 | 5,037 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,555,876 | 5,089 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,038,198 | 5,732 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,500,378 | 5,936 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,177,549 | 5,981 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,635,550 | 5,981 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,009,533 | 6,304 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,217,398 | 6,675 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,703,035 | 7,321 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,204,551 | 7,565 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,525,276 | 7,652 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,082,271 | 7,913 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,002,527 | 7,698 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,636,446 | 7,844 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,581,461 | 8,871 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,198,236 | 9,072 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,258,246 | 9,178 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,640,670 | 9,306 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,862,443 | 8,998 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,447,513 | 8,753 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,744,949 | 8,938 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,870,413 | 9,100 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,294,509 | 8,423 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,702,286 | 8,413 | Shares | Sole | 2020-11-23 | |
| 2020-06-30 | $1,495,116 | 8,158 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,049,515 | 8,090 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||