Paragon Private Wealth Management, LLC
Position in PH — Parker-Hannifin Corp
CIK 1922684
LEXINGTON, KY
Position in PH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$418,635
+$38,159 QoQ
Shares Held
428
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,334
of 1,973 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $3,581,685 across 5 Specialty Industrial Machinery names. PH ranks #4 (11.7% of the industry book) .
All Filings in PH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,635 | 428 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $380,476 | 425 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $370,041 | 421 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $304,776 | 402 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||