Position in PH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,133,641
+$105,906 QoQ
Shares Held
1,159
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#969
of 1,972 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $6,867,863 across 6 Specialty Industrial Machinery names. PH ranks #4 (16.5% of the industry book) .
All Filings in PH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,641 | 1,159 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,027,735 | 1,148 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $986,193 | 1,122 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $858,225 | 1,132 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $787,175 | 1,127 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $684,439 | 1,126 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $696,452 | 1,095 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $682,997 | 1,081 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||