Position in PH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$554,594
+$65,793 QoQ
Shares Held
567
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,219
of 1,972 holders
Holding Since
Jun 2023
12 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, 2026Wealthquest Corp holds $2,862,942 across 3 Specialty Industrial Machinery names. PH ranks #3 (19.4% of the industry book) .
All Filings in PH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,594 | 567 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $488,801 | 546 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $479,912 | 546 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $381,364 | 546 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $327,631 | 539 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $347,908 | 547 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $338,023 | 535 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $269,090 | 532 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $295,680 | 532 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $243,249 | 528 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $205,666 | 528 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $205,941 | 528 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||