Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$263,114
+$22,295 QoQ
Shares Held
269
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,559
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026TOBIAS FINANCIAL ADVISORS, INC. holds $831,048 across 3 Specialty Industrial Machinery names. PH ranks #2 (31.7% of the industry book) .
All Filings in PH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,114 | 269 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $240,819 | 269 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $260,172 | 296 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||