Position in PH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,822,492
+$545,019 QoQ
Shares Held
3,908
+6.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#633
of 1,972 holders
Holding Since
Mar 2026
2 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, 2026Rockline Wealth Management, LLC holds $13,864,675 across 5 Specialty Industrial Machinery names. PH ranks #3 (27.6% of the industry book) .
All Filings in PH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,822,492 | 3,908 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,277,473 | 3,661 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||