Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$452,869
+$6,145 QoQ
Shares Held
463
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,295
of 1,971 holders
Holding Since
Jun 2021
20 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $2,273,981 across 4 Specialty Industrial Machinery names. PH ranks #4 (19.9% of the industry book) .
All Filings in PH
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,869 | 463 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $446,724 | 499 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $438,601 | 499 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $373,767 | 493 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $344,345 | 493 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $331,886 | 546 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $347,272 | 546 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $344,973 | 546 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $561,449 | 1,110 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $629,710 | 1,133 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $521,051 | 1,131 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $458,854 | 1,178 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $456,736 | 1,171 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $385,518 | 1,147 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $283,143 | 973 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $246,913 | 1,019 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $345,208 | 1,403 | Shares | Sole | 2022-07-12 | |
| 2021-12-31 | $567,844 | 1,785 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $207,478 | 742 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $214,977 | 700 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||