Position in PH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$703,268
+$103,458 QoQ
Shares Held
719
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,126
of 1,973 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $1,723,962 across 4 Specialty Industrial Machinery names. PH ranks #1 (40.8% of the industry book) .
All Filings in PH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,268 | 719 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $599,810 | 670 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $548,471 | 624 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $442,759 | 584 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $391,841 | 561 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $258,336 | 425 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $252,503 | 397 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $233,773 | 370 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $270,669 | 487 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||