Position in PH
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$470,001
+$21,732 QoQ
Shares Held
525
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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 Mar 31, 2026TCFG WEALTH MANAGEMENT, LLC holds $1,937,684 across 4 Specialty Industrial Machinery names. PH ranks #2 (24.3% of the industry book) .
All Filings in PH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $470,001 | 525 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $448,269 | 510 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $392,540 | 562 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $331,886 | 546 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $354,904 | 558 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $358,241 | 567 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||