Position in PH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$266,048
+$24,334 QoQ
Shares Held
272
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,553
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026Elser Financial Planning, Inc holds $650,770 across 3 Specialty Industrial Machinery names. PH ranks #1 (40.9% of the industry book) .
All Filings in PH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,048 | 272 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $241,714 | 270 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $238,198 | 271 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $205,458 | 271 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||