Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$299,304
+$17,304 QoQ
Shares Held
306
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,486
of 1,973 holders
Holding Since
Jun 2025
4 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, 2026Wick Capital Partners, LLC holds $2,551,607 across 6 Specialty Industrial Machinery names. PH ranks #5 (11.7% of the industry book) .
All Filings in PH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,304 | 306 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $282,000 | 315 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $238,817 | 315 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $224,383 | 4,388 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||