Position in PH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$587,850
+$49,811 QoQ
Shares Held
601
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,200
of 1,973 holders
Holding Since
Jun 2024
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, 2026W ADVISORS, LLC holds $1,640,099 across 4 Specialty Industrial Machinery names. PH ranks #1 (35.8% 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 | $587,850 | 601 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $538,039 | 601 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $527,376 | 600 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $455,648 | 601 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $411,398 | 589 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $370,180 | 609 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $373,349 | 587 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $367,087 | 581 | Shares | Other | 2024-10-28 | |
| 2024-06-30 | $284,265 | 562 | Shares | Other | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||