Position in PH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,685,736
+$1,636,844 QoQ
Shares Held
1,883
+2590.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Bellwether Advisors, LLC holds $3,080,034 across 3 Specialty Industrial Machinery names.
All Filings in PH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,685,736 | 1,883 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $48,892 | 70 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $38,902 | 64 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $49,610 | 78 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $11,763 | 35 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $10,185 | 35 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,723 | 36 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 | $695,911 | 2,266 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,149,426 | 3,644 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||