Position in PH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,591,295
+$389,039 QoQ
Shares Held
4,694
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#593
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, 2026High Net Worth Advisory Group LLC holds $7,773,207 across 5 Specialty Industrial Machinery names. PH ranks #1 (59.1% of the industry book) .
All Filings in PH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,591,295 | 4,694 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,202,256 | 4,694 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,125,838 | 4,694 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,558,756 | 4,694 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,268,839 | 4,680 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,844,738 | 4,680 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,985,524 | 4,694 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,965,763 | 4,694 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,208,380 | 2,389 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,335,007 | 2,402 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,171,099 | 2,542 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,112,079 | 2,855 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,113,564 | 2,855 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $939,427 | 2,795 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $879,984 | 3,024 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $756,976 | 3,124 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $768,660 | 3,124 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $957,406 | 3,374 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $1,092,424 | 3,434 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||