Position in PH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$260,179
+$22,046 QoQ
Shares Held
266
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,564
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Sagace Wealth Management LLC holds $910,652 across 3 Specialty Industrial Machinery names. PH ranks #3 (28.6% of the industry book) .
All Filings in PH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,179 | 266 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $238,133 | 266 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $229,408 | 261 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||