Position in PH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,351,761
+$100,216 QoQ
Shares Held
1,382
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#900
of 1,972 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BNC WEALTH MANAGEMENT, LLC holds $17,977,034 across 3 Specialty Industrial Machinery names. PH ranks #3 (7.5% of the industry book) .
All Filings in PH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,351,761 | 1,382 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,251,545 | 1,398 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,396,667 | 1,589 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,274,450 | 1,681 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,183,208 | 1,694 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,063,129 | 1,749 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,169,023 | 1,838 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,201,089 | 1,901 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $961,544 | 1,901 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,062,114 | 1,911 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $889,611 | 1,931 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $757,616 | 1,945 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $758,237 | 1,944 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,423,353 | 7,210 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,039,328 | 7,008 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,703,439 | 7,030 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,809,697 | 7,355 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,736,581 | 9,644 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,996,054 | 9,418 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,557,124 | 9,145 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,767,368 | 9,011 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,758,750 | 8,746 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $2,372,963 | 8,711 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,755,704 | 8,677 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||