Position in PH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,730,294
+$98,272 QoQ
Shares Held
1,769
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#832
of 1,973 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Baron Wealth Management LLC holds $3,754,713 across 6 Specialty Industrial Machinery names. PH ranks #1 (46.1% 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 | $1,730,294 | 1,769 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,632,022 | 1,823 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,568,064 | 1,784 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,212,281 | 1,599 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,072,151 | 1,535 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $776,832 | 1,278 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $674,191 | 1,060 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $670,361 | 1,061 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $438,031 | 866 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $411,284 | 740 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $342,300 | 743 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $286,686 | 736 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $303,841 | 779 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $261,157 | 777 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $222,906 | 766 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||