Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$650,449
+$46,162 QoQ
Shares Held
665
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,153
of 1,973 holders
Holding Since
Mar 2024
10 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, 2026Crestmont Private Wealth LLC holds $2,737,568 across 4 Specialty Industrial Machinery names. PH ranks #2 (23.8% of the industry book) .
All Filings in PH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,449 | 665 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $604,287 | 675 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $550,228 | 626 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $460,197 | 607 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $394,635 | 565 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $343,435 | 565 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $334,551 | 526 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $392,360 | 621 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $312,084 | 617 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $220,092 | 396 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||