Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,449,573
+$203,399 QoQ
Shares Held
1,482
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#873
of 1,971 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Apriem Advisors holds $7,072,195 across 4 Specialty Industrial Machinery names. PH ranks #2 (20.5% of the industry book) .
All Filings in PH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449,573 | 1,482 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,246,174 | 1,392 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $990,587 | 1,127 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $855,193 | 1,128 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $912,900 | 1,307 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $794,459 | 1,307 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $795,037 | 1,250 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $863,697 | 1,367 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $691,442 | 1,367 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $754,207 | 1,357 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $625,169 | 1,357 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $489,626 | 1,257 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $494,960 | 1,269 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $422,490 | 1,257 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $365,787 | 1,257 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $343,110 | 1,416 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $348,406 | 1,416 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $401,804 | 1,416 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $450,457 | 1,416 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $393,984 | 1,409 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $432,717 | 1,409 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $444,440 | 1,409 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $393,904 | 1,446 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $241,998 | 1,196 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $219,190 | 1,196 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||