Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$928,235
+$76,862 QoQ
Shares Held
949
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,035
of 1,972 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Capital Wealth Planning, LLC holds $22,363,150 across 4 Specialty Industrial Machinery names. PH ranks #3 (4.2% of the industry book) .
All Filings in PH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,235 | 949 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $851,373 | 951 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $801,611 | 912 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $691,432 | 912 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $637,004 | 912 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $554,359 | 912 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $580,059 | 912 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $576,219 | 912 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $461,298 | 912 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $506,880 | 912 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $420,158 | 912 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $355,242 | 912 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $355,716 | 912 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $306,532 | 912 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $265,392 | 912 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $220,986 | 912 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $258,789 | 912 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $290,125 | 912 | Shares | Sole | 2022-02-04 | |
| 2021-06-30 | $280,084 | 912 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $287,672 | 912 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $248,437 | 912 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||