Position in PH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$395,160
+$33,484 QoQ
Shares Held
404
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,363
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, 2026SageGuard Financial Group, LLC holds $8,701,932 across 4 Specialty Industrial Machinery names. PH ranks #4 (4.5% 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 | $395,160 | 404 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $361,676 | 404 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $319,062 | 363 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||