Position in PH
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,622,701
+$137,498 QoQ
Shares Held
1,659
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#846
of 1,972 holders
Holding Since
Dec 2021
19 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, 2026TILIA FIDUCIARY PARTNERS, INC. holds $6,443,361 across 5 Specialty Industrial Machinery names. PH ranks #2 (25.2% of the industry book) .
All Filings in PH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,622,701 | 1,659 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,485,203 | 1,659 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,548,727 | 1,762 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,426,838 | 1,882 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,576,446 | 2,257 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,378,603 | 2,268 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,603,431 | 2,521 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,581,445 | 2,503 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,239,234 | 2,450 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,307,773 | 2,353 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,033,350 | 2,243 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $698,409 | 1,793 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $605,342 | 1,552 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $410,390 | 1,221 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $270,630 | 930 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $103,224 | 426 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $80,950 | 329 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $91,654 | 323 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $77,621 | 244 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||