Position in PH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$786,408
+$55,893 QoQ
Shares Held
804
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,087
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, 2026Lantz Financial LLC holds $3,758,417 across 6 Specialty Industrial Machinery names. PH ranks #2 (20.9% 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 | $786,408 | 804 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $730,515 | 816 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $671,525 | 764 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $566,338 | 747 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||