Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,846
-$1,211 QoQ
Shares Held
7
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,908
of 1,972 holders
Holding Since
Mar 2020
15 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, 2026HighMark Wealth Management LLC holds $71,946 across 5 Specialty Industrial Machinery names. PH ranks #4 (9.5% of the industry book) .
All Filings in PH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,846 | 7 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,057 | 9 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,910 | 9 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,823 | 9 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,984 | 10 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,078 | 10 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,360 | 10 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,318 | 10 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,563 | 11 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,113 | 11 | Shares | Sole | 2024-04-29 | |
| 2021-03-31 | $4,731 | 15 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $8,989 | 33 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $7,081 | 35 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $6,414 | 35 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,281 | 33 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||