Position in PH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,746,560
+$323,146 QoQ
Shares Held
2,808
+3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#719
of 1,973 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $11,714,041 across 6 Specialty Industrial Machinery names. PH ranks #2 (23.4% of the industry book) .
All Filings in PH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,746,560 | 2,808 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,423,414 | 2,707 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,376,707 | 2,704 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,039,423 | 2,690 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,783,193 | 2,553 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,361,584 | 2,240 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,440,607 | 2,265 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,421,595 | 2,250 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||