Position in PH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$320,823
+$27,185 QoQ
Shares Held
328
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,461
of 1,972 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Lee Financial Co holds $1,998,515 across 3 Specialty Industrial Machinery names. PH ranks #2 (16.1% of the industry book) .
All Filings in PH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,823 | 328 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $293,638 | 328 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $288,298 | 328 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $294,161 | 388 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $229,097 | 328 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $235,330 | 370 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $233,773 | 370 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $140,512 | 305 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $118,802 | 305 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $118,961 | 305 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $98,816 | 294 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $85,554 | 294 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $71,239 | 294 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $72,338 | 294 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $87,113 | 307 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $97,662 | 307 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $85,843 | 307 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $90,290 | 294 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $92,736 | 294 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $80,088 | 294 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $59,487 | 294 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $53,881 | 294 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $38,140 | 294 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||