Position in PH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$427,438
+$36,219 QoQ
Shares Held
437
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,325
of 1,972 holders
Holding Since
Dec 2023
11 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, 2026Centric Wealth Management holds $954,632 across 3 Specialty Industrial Machinery names. PH ranks #1 (44.8% of the industry book) .
All Filings in PH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,438 | 437 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $391,219 | 437 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $384,105 | 437 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $331,311 | 437 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $305,231 | 437 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $265,630 | 437 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $277,945 | 437 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $276,105 | 437 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $221,038 | 437 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $242,880 | 437 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $201,325 | 437 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||