Position in PH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,249,059
+$106,733 QoQ
Shares Held
1,277
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#922
of 1,968 holders
Holding Since
Mar 2020
26 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, 2026Sound Income Strategies, LLC holds $2,402,210 across 4 Specialty Industrial Machinery names. PH ranks #1 (52.0% of the industry book) .
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,249,059 | 1,277 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,142,326 | 1,276 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,123,310 | 1,278 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,045,488 | 1,379 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $964,587 | 1,381 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $771,969 | 1,270 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,253,615 | 1,971 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,252,267 | 1,982 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $995,939 | 1,969 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,149,929 | 2,069 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $951,806 | 2,066 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $765,017 | 1,964 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $766,038 | 1,964 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $659,783 | 1,963 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $876,783 | 3,013 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $775,876 | 3,202 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $763,247 | 3,102 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $571,776 | 2,015 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $122,476 | 385 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $107,653 | 385 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $118,237 | 385 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $121,440 | 385 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $104,877 | 385 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $77,900 | 385 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $70,558 | 385 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $49,946 | 385 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||