Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,232,007
+$1,102,401 QoQ
Shares Held
13,528
-0.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
3.94%
of 13F equity value
Holder Rank
#396
of 1,971 holders
Holding Since
Mar 2023
14 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, 2026EVEXIA WEALTH LLC holds $26,464,122 across 4 Specialty Industrial Machinery names. PH ranks #1 (50.0% of the industry book) .
All Filings in PH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,232,007 | 13,528 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,129,606 | 13,549 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $13,755,724 | 15,650 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $12,339,649 | 16,276 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,881,392 | 19,874 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $11,749,740 | 19,330 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $12,319,265 | 19,369 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,623,763 | 19,980 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,772,741 | 21,298 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,843,884 | 21,310 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,237,214 | 22,221 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,591,642 | 22,057 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $9,618,386 | 24,660 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,517,027 | 25,340 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||