Position in PH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$212,252
-$453,999 QoQ
Shares Held
217
-71.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,649
of 1,973 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $2,410,755 across 4 Specialty Industrial Machinery names. PH ranks #4 (8.8% of the industry book) .
All Filings in PH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,252 | 217 | Shares | Defined | 2026-08-11 | |
| 2025-12-31 | $666,251 | 758 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $819,559 | 1,081 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $569,252 | 815 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $293,591 | 483 | Shares | Sole | 2025-05-22 | |
| 2024-09-30 | $749,969 | 1,187 | Shares | Sole | 2024-11-12 | |
| 2023-06-30 | $4,218,282 | 10,815 | Shares | Defined | 2023-08-07 | |
| 2022-12-31 | $1,335,108 | 4,588 | Shares | Defined | 2023-02-13 | |
| 2021-09-30 | $2,825,279 | 10,104 | Shares | Defined | 2021-11-09 | |
| 2021-03-31 | $3,041,060 | 9,641 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||