Position in PH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$892,045
+$10,234 QoQ
Shares Held
912
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,045
of 1,973 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $3,612,559 across 5 Specialty Industrial Machinery names. PH ranks #2 (24.7% of the industry book) .
All Filings in PH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,045 | 912 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $881,811 | 985 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $842,043 | 958 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $724,791 | 956 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $667,038 | 955 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $577,457 | 950 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $597,232 | 939 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $587,592 | 930 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $749,104 | 1,481 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $871,478 | 1,568 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $720,534 | 1,564 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $644,266 | 1,654 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $613,922 | 1,574 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $437,615 | 1,302 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $375,681 | 1,291 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||