Position in PH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,072,019
+$90,836 QoQ
Shares Held
1,096
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.37%
of 13F equity value
Holder Rank
#992
of 1,972 holders
Holding Since
Jun 2020
25 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, 2026Shakespeare Wealth Management, LLC holds $1,801,868 across 3 Specialty Industrial Machinery names. PH ranks #1 (59.5% of the industry book) .
All Filings in PH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,019 | 1,096 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $981,183 | 1,096 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $963,340 | 1,096 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $830,932 | 1,096 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $793,461 | 1,136 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $690,517 | 1,136 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $742,883 | 1,168 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $802,411 | 1,270 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $642,378 | 1,270 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $807,007 | 1,452 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $701,646 | 1,523 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $593,238 | 1,523 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $594,030 | 1,523 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $511,895 | 1,523 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $443,193 | 1,523 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $369,038 | 1,523 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $348,406 | 1,416 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $401,804 | 1,416 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $450,457 | 1,416 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $395,941 | 1,416 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $434,867 | 1,416 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $446,648 | 1,416 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $385,732 | 1,416 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $286,513 | 1,416 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $259,510 | 1,416 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||