Position in PH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$376,576
+$35,490 QoQ
Shares Held
385
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,387
of 1,972 holders
Holding Since
Mar 2024
10 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, 2026Prosperity Financial Group, Inc. holds $3,544,170 across 3 Specialty Industrial Machinery names. PH ranks #3 (10.6% 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 | $376,576 | 385 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $341,086 | 381 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $320,820 | 365 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $266,110 | 351 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $240,273 | 344 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $236,453 | 389 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $269,040 | 423 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $267,259 | 423 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $216,992 | 429 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $205,642 | 370 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||