Position in PH
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$460,153
+$8,368 QoQ
Shares Held
514
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sterneck Capital Management, LLC holds $501,558 across 1 Specialty Industrial Machinery name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
|
7,005 | $501,558 |
All Filings in PH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $460,153 | 514 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $451,785 | 514 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $389,689 | 514 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $350,631 | 502 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $305,140 | 502 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $319,287 | 502 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $236,300 | 374 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||