Position in PH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$235,726
+$16,393 QoQ
Shares Held
241
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,606
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Thrive Wealth Management, LLC holds $3,015,085 across 7 Specialty Industrial Machinery names. PH ranks #7 (7.8% of the industry book) .
All Filings in PH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,726 | 241 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $219,333 | 245 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $213,587 | 243 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||