Position in PH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$265,070
+$25,146 QoQ
Shares Held
271
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,555
of 1,972 holders
Holding Since
Sep 2025
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, 2026DEFINED WEALTH MANAGEMENT, LLC holds $816,920 across 3 Specialty Industrial Machinery names. PH ranks #2 (32.4% of the industry book) .
All Filings in PH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,070 | 271 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $239,924 | 268 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $236,440 | 269 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $200,151 | 264 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||