Position in PH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$531,119
+$31,576 QoQ
Shares Held
543
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,238
of 1,971 holders
Holding Since
Dec 2023
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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $3,584,248 across 6 Specialty Industrial Machinery names. PH ranks #3 (14.8% 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 | $531,119 | 543 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $499,543 | 558 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $540,560 | 615 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $467,020 | 616 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $431,654 | 618 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $379,298 | 624 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $414,691 | 652 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $317,142 | 627 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $342,922 | 617 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $260,756 | 566 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||