Position in PH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,605,138
+$870,282 QoQ
Shares Held
9,820
+0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#446
of 1,973 holders
Holding Since
Mar 2024
10 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, 2026Kesler, Norman & Wride, LLC holds $17,814,408 across 4 Specialty Industrial Machinery names. PH ranks #1 (53.9% of the industry book) .
All Filings in PH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,605,138 | 9,820 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,734,856 | 9,757 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,576,891 | 9,758 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,178,164 | 9,468 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,870,150 | 9,836 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,937,478 | 9,768 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,021,932 | 9,468 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,942,267 | 9,405 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,632,207 | 9,158 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,036,013 | 9,061 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||