Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,017,243
+$62,918 QoQ
Shares Held
1,040
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,010
of 1,971 holders
Holding Since
Jun 2021
8 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, 2026Heartland Bank & Trust Co holds $4,850,836 across 5 Specialty Industrial Machinery names. PH ranks #3 (21.0% of the industry book) .
All Filings in PH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,243 | 1,040 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $954,325 | 1,066 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $365,647 | 416 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $321,455 | 424 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $294,055 | 421 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $259,551 | 427 | Shares | Sole | 2025-04-22 | |
| 2021-09-30 | $529,041 | 1,892 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $551,262 | 1,795 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||