Position in PH
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$87,733
+$34,650 QoQ
Shares Held
98
+28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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, 2026Opal Wealth Advisors, LLC holds $1,356,492 across 4 Specialty Industrial Machinery names.
All Filings in PH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,733 | 98 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $53,083 | 76 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $50,451 | 83 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $39,453 | 78 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||