Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$27,387
-$3,376 QoQ
Shares Held
28
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,823
of 1,972 holders
Holding Since
Sep 2020
9 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, 2026Lloyd Advisory Services, LLC. holds $55,918 across 7 Specialty Industrial Machinery names. PH ranks #1 (49.0% of the industry book) .
All Filings in PH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,387 | 28 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $30,763 | 35 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $30,362 | 107 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $34,038 | 107 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $29,919 | 107 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $35,931 | 117 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $37,220 | 118 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $34,596 | 127 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $26,708 | 132 | Shares | Other | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||