Position in PH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$388,313
+$35,589 QoQ
Shares Held
397
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,376
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026Facet Wealth, Inc. holds $4,214,419 across 6 Specialty Industrial Machinery names. PH ranks #4 (9.2% of the industry book) .
All Filings in PH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,313 | 397 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $352,724 | 394 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $236,440 | 269 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $270,659 | 357 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||