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Falcon Wealth Planning

Position in PH — Parker-Hannifin Corp

CIK 1839850 Ontario, CA

Position in PH

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$307,067
+$23,163 QoQ
Shares Held
343
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 14% Shared 0% None 86%

Common Shares in PH Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Falcon Wealth Planning holds $634,032 across 2 Specialty Industrial Machinery names.

# Ticker Company Shares Value (USD) Open

All Filings in PH

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $307,067 343
2025-12-31 $283,904 323
2025-09-30 $244,882 323
2025-06-30 $223,510 320