Position in PH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,843,299
+$118,780 QoQ
Shares Held
2,059
+4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 77%
None 23%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Aviso Financial Inc. holds $13,498,602 across 6 Specialty Industrial Machinery names. PH ranks #3 (13.7% of the industry book) .
All Filings in PH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,843,299 | 2,059 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,724,519 | 1,962 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,422,289 | 1,876 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,225,116 | 1,754 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,014,501 | 1,669 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $931,783 | 1,465 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||