Position in PH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$984,966
+$83,460 QoQ
Shares Held
1,007
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,023
of 1,972 holders
Holding Since
Mar 2020
24 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, 2026CWS Financial Advisors, LLC holds $2,845,095 across 6 Specialty Industrial Machinery names. PH ranks #1 (34.6% of the industry book) .
All Filings in PH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,966 | 1,007 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $901,506 | 1,007 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $845,559 | 962 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $729,340 | 962 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $671,229 | 961 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $553,751 | 911 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $607,408 | 955 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $603,388 | 955 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $483,048 | 955 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $530,223 | 954 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $439,507 | 954 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $371,212 | 953 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $371,708 | 953 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $319,976 | 952 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $288,963 | 993 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $230,436 | 951 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $233,747 | 950 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $269,572 | 950 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $302,214 | 950 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $302,503 | 985 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $313,221 | 993 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $270,503 | 993 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $202,947 | 1,003 | Shares | Sole | 2020-11-10 | |
| 2020-03-31 | $127,524 | 983 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||