Position in PH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$493,950
+$22,159 QoQ
Shares Held
505
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,255
of 1,972 holders
Holding Since
Dec 2024
7 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, 2026Pines Wealth Management, LLC holds $2,268,891 across 3 Specialty Industrial Machinery names. PH ranks #2 (21.8% of the industry book) .
All Filings in PH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,950 | 505 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $471,791 | 527 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $508,917 | 579 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $454,131 | 599 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $424,669 | 608 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $362,278 | 596 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $377,801 | 594 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||