Position in PH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,048,544
+$88,847 QoQ
Shares Held
1,072
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
18.34%
of 13F equity value
Holder Rank
#998
of 1,972 holders
Holding Since
Jun 2025
5 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, 2026Life Planning Partners, Inc holds $1,048,544 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
|
1,072 | $1,048,544 |
All Filings in PH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,048,544 | 1,072 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $959,697 | 1,072 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,165,500 | 1,326 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,203,184 | 1,587 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,232,799 | 1,765 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||