Position in PH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$600,565
+$50,888 QoQ
Shares Held
614
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,194
of 1,972 holders
Holding Since
Mar 2024
10 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, 2026Herold Advisors, Inc. holds $5,247,167 across 4 Specialty Industrial Machinery names. PH ranks #3 (11.4% 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 | $600,565 | 614 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $549,677 | 614 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $548,471 | 624 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $473,085 | 624 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $451,211 | 646 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $392,671 | 646 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,141,037 | 1,794 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,330,612 | 2,106 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,119,357 | 2,213 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,163,824 | 2,094 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||