Position in PH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,240,256
+$107,778 QoQ
Shares Held
1,268
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#931
of 1,972 holders
Holding Since
Dec 2021
19 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, 2026Keystone Wealth Services, LLC holds $2,867,575 across 4 Specialty Industrial Machinery names. PH ranks #1 (43.3% of the industry book) .
All Filings in PH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,240,256 | 1,268 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,132,478 | 1,265 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,110,126 | 1,263 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $952,994 | 1,257 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $876,579 | 1,255 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $761,028 | 1,252 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $794,401 | 1,249 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $787,247 | 1,246 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $628,721 | 1,243 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $689,179 | 1,240 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $569,885 | 1,237 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $480,278 | 1,233 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $479,359 | 1,229 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $411,398 | 1,224 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $348,618 | 1,198 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $289,075 | 1,193 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $286,648 | 1,165 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $329,161 | 1,160 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $367,746 | 1,156 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||