Position in PH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$342,342
-$82,897 QoQ
Shares Held
350
-26.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,436
of 1,971 holders
Holding Since
Mar 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026OneAscent Wealth Management LLC holds $1,102,769 across 3 Specialty Industrial Machinery names. PH ranks #2 (31.0% of the industry book) .
All Filings in PH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,342 | 350 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $425,239 | 475 | Shares | Sole | 2026-04-21 | |
| 2025-03-31 | $209,100 | 344 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $211,797 | 333 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $206,605 | 327 | Shares | Sole | 2024-11-07 | |
| 2021-03-31 | $901,183 | 2,857 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||