Position in PH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$369,728
+$19,692 QoQ
Shares Held
378
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,404
of 1,972 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SVB WEALTH LLC holds $5,869,049 across 5 Specialty Industrial Machinery names. PH ranks #4 (6.3% of the industry book) .
All Filings in PH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,728 | 378 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $350,036 | 391 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $408,714 | 465 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $350,264 | 462 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $316,404 | 453 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $495,466 | 779 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $414,257 | 819 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $737,532 | 1,327 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $643,597 | 1,397 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $363,422 | 933 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $399,010 | 1,023 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $385,853 | 1,148 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $355,020 | 1,220 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $288,591 | 1,191 | Shares | Sole | 2022-11-09 | |
| 2021-09-30 | $324,638 | 1,161 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $254,287 | 828 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||