Position in PH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$251,376
+$30,252 QoQ
Shares Held
257
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,581
of 1,972 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Legacy Trust holds $13,871,330 across 4 Specialty Industrial Machinery names. PH ranks #4 (1.8% of the industry book) .
All Filings in PH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,376 | 257 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $221,124 | 247 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||