Position in PH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$554,594
+$48,784 QoQ
Shares Held
567
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,220
of 1,971 holders
Holding Since
Jun 2023
13 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, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $5,099,554 across 4 Specialty Industrial Machinery names. PH ranks #3 (10.9% of the industry book) .
All Filings in PH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,594 | 567 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $505,810 | 565 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $495,733 | 564 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $426,838 | 563 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $393,238 | 563 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $351,945 | 579 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $367,625 | 578 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $354,451 | 561 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $283,253 | 560 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $310,686 | 559 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $257,531 | 559 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $215,794 | 554 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $216,082 | 554 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||