Position in PH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$873,461
+$235,155 QoQ
Shares Held
893
+25.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,051
of 1,972 holders
Holding Since
Jun 2024
9 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, 2026HCR Wealth Advisors holds $31,721,892 across 5 Specialty Industrial Machinery names. PH ranks #5 (2.8% of the industry book) .
All Filings in PH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,461 | 893 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $638,306 | 713 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $623,182 | 709 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $512,509 | 676 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $474,261 | 679 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $505,731 | 832 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $398,790 | 627 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $391,096 | 619 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $314,108 | 621 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||