Position in PH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$466,563
+$43,115 QoQ
Shares Held
477
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,279
of 1,972 holders
Holding Since
Mar 2023
14 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, 2026LVZ, Inc. holds $2,256,840 across 4 Specialty Industrial Machinery names. PH ranks #3 (20.7% of the industry book) .
All Filings in PH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,563 | 477 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $423,448 | 473 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $412,232 | 469 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $354,056 | 467 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $326,185 | 467 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $283,865 | 467 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $342,820 | 539 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $346,869 | 549 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $277,689 | 549 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $305,128 | 549 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $252,924 | 549 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $213,846 | 549 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $237,534 | 609 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $204,690 | 609 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||