Position in PH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$48,906
-$13,760 QoQ
Shares Held
50
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,794
of 1,973 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, 2026IAG Wealth Partners, LLC holds $254,252 across 10 Specialty Industrial Machinery names. PH ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYM |
Symbotic Inc.
|
1,752 | $78,752 | |
| 2 | PH |
Parker-Hannifin Corp
This page
|
50 | $48,906 | |
| 3 | GNRC |
Generac Holdings Inc.
|
133 | $38,943 | |
| 4 | ROK |
Rockwell Automation, Inc
|
57 | $28,219 | |
| 5 | GEV |
GE Vernova Inc.
|
20 | $23,497 | |
| 6 | ITW |
Illinois Tool Works Inc
|
58 | $15,687 | |
| 7 | DOV |
DOVER Corp
|
30 | $6,728 | |
| 8 | WTS |
Watts Water Technologies Inc
|
16 | $6,263 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,906 | 50 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $62,666 | 70 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $62,406 | 71 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $53,828 | 71 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,923 | 50 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $30,392 | 50 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $31,801 | 50 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $31,591 | 50 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $25,290 | 50 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $27,789 | 50 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $23,035 | 50 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $19,476 | 50 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $19,502 | 50 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,805 | 50 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $14,550 | 50 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $12,115 | 50 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $12,302 | 50 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $14,188 | 50 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $15,906 | 50 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,981 | 50 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $15,355 | 50 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $15,771 | 50 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $13,620 | 50 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,117 | 50 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $9,163 | 50 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $6,486 | 50 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||