Position in PH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$707,180
+$99,313 QoQ
Shares Held
723
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,124
of 1,973 holders
Holding Since
Jun 2020
16 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, 2026SteelPeak Wealth, LLC holds $10,463,821 across 6 Specialty Industrial Machinery names. PH ranks #3 (6.8% of the industry book) .
All Filings in PH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,180 | 723 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $607,867 | 679 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $588,024 | 669 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $696,739 | 919 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $648,180 | 928 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $582,320 | 958 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $613,768 | 965 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,057,034 | 1,673 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $474,449 | 938 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $373,490 | 672 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $311,893 | 677 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $354,073 | 909 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $345,965 | 887 | Shares | Sole | 2023-08-03 | |
| 2020-12-31 | $312,999 | 1,149 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $229,251 | 1,133 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $207,278 | 1,131 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||