Position in PH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,558,145
+$163,362 QoQ
Shares Held
1,593
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#856
of 1,971 holders
Holding Since
Sep 2023
10 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, 2026BCS Wealth Management holds $3,028,673 across 4 Specialty Industrial Machinery names. PH ranks #1 (51.4% of the industry book) .
All Filings in PH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,558,145 | 1,593 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,394,783 | 1,558 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,742,355 | 3,120 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,290,371 | 1,702 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,573,652 | 2,253 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,275,877 | 2,099 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,412,622 | 2,221 | Shares | Sole | 2025-01-13 | |
| 2024-03-31 | $1,049,887 | 1,889 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $870,262 | 1,889 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $735,803 | 1,889 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||