Position in PH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,407,514
+$119,264 QoQ
Shares Held
1,439
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#884
of 1,972 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Charles Schwab Trust Co holds $2,806,363 across 3 Specialty Industrial Machinery names. PH ranks #1 (50.2% of the industry book) .
All Filings in PH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,407,514 | 1,439 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,288,250 | 1,439 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,229,665 | 1,399 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,065,200 | 1,405 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $975,064 | 1,396 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $848,558 | 1,396 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,046,905 | 1,646 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $892,129 | 1,412 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $902,365 | 1,784 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $858,139 | 1,544 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $699,342 | 1,518 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $591,291 | 1,518 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $592,080 | 1,518 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $504,165 | 1,500 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $446,394 | 1,534 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $371,703 | 1,534 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $377,440 | 1,534 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $435,287 | 1,534 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $499,130 | 1,569 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $446,553 | 1,597 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $481,855 | 1,569 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $499,641 | 1,584 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $439,942 | 1,615 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $326,779 | 1,615 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $286,817 | 1,565 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||