Position in PH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$489,060
+$41,440 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
#1,257
of 1,971 holders
Holding Since
Mar 2020
26 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, 2026TL Private Wealth holds $1,187,498 across 3 Specialty Industrial Machinery names. PH ranks #1 (41.2% of the industry book) .
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,060 | 500 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $447,620 | 500 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $483,428 | 550 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $416,982 | 550 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $384,158 | 550 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $334,317 | 550 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $349,816 | 550 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $347,501 | 550 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $311,073 | 615 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $341,810 | 615 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $283,330 | 615 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $239,554 | 615 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $239,874 | 615 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $826,830 | 2,460 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $715,860 | 2,460 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $596,082 | 2,460 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $605,283 | 2,460 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $698,049 | 2,460 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $782,575 | 2,460 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $687,865 | 2,460 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $755,490 | 2,460 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $775,957 | 2,460 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $724,610 | 2,660 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $538,224 | 2,660 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $487,498 | 2,660 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $345,081 | 2,660 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||