Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,273
-$63,225 QoQ
Shares Held
216
-45.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,649
of 1,972 holders
Holding Since
Mar 2023
9 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, 2026Resurgent Financial Advisors LLC holds $5,696,788 across 3 Specialty Industrial Machinery names. PH ranks #3 (3.7% of the industry book) .
All Filings in PH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,273 | 216 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $274,498 | 393 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $239,492 | 394 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $240,419 | 378 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $238,827 | 378 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $152,491 | 331 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $93,874 | 241 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $106,090 | 272 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $66,213 | 197 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||