Position in PH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,151,334
+$3,364,638 QoQ
Shares Held
17,535
+13.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.73%
of 13F equity value
Holder Rank
#344
of 1,972 holders
Holding Since
Jun 2023
13 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, 2026Heirloom Wealth Management holds $17,151,334 across 1 Specialty Industrial Machinery name. PH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
17,535 | $17,151,334 |
All Filings in PH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,151,334 | 17,535 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,786,696 | 15,400 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $14,281,342 | 16,248 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $12,165,274 | 16,046 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,035,826 | 15,800 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,605,853 | 15,803 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,688,644 | 15,233 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,004,698 | 14,252 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,097,020 | 14,031 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,866,651 | 14,154 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,656,654 | 14,449 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,491,063 | 14,097 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,559,240 | 14,253 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||