Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,286,227
+$166,282 QoQ
Shares Held
1,315
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#914
of 1,972 holders
Holding Since
Sep 2024
8 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, 2026Buckley Wealth Management, LLC holds $3,435,169 across 3 Specialty Industrial Machinery names. PH ranks #2 (37.4% of the industry book) .
All Filings in PH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,227 | 1,315 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,119,945 | 1,251 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $981,798 | 1,117 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $849,128 | 1,120 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $764,126 | 1,094 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $579,888 | 954 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $587,055 | 923 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $568,638 | 900 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||