Position in PH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$298,326
-$947,989 QoQ
Shares Held
305
-87.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,487
of 1,973 holders
Holding Since
Jun 2024
2 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, 2026Mattern Wealth Management LLC holds $2,922,606 across 6 Specialty Industrial Machinery names. PH ranks #3 (10.2% 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 | $298,326 | 305 | Shares | Sole | 2026-07-23 | |
| 2024-06-30 | $1,246,315 | 2,464 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||