Position in PH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,128,750
+$359,739 QoQ
Shares Held
1,154
+34.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#971
of 1,973 holders
Holding Since
Mar 2024
10 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, 2026Nvest Financial, LLC holds $3,198,895 across 5 Specialty Industrial Machinery names. PH ranks #1 (35.3% 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 | $1,128,750 | 1,154 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $769,011 | 859 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $566,929 | 645 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $334,344 | 441 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $372,284 | 533 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $333,709 | 549 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $352,360 | 554 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $353,187 | 559 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $297,922 | 589 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $320,690 | 577 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||