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Legacy Wealth Managment, LLC/ID

Position in PH — Parker-Hannifin Corp

CIK 2045082 BOISE, ID

Position in PH

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$233,657
+$4,249 QoQ
Shares Held
261
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 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, 2026

Legacy Wealth Managment, LLC/ID holds $662,775 across 2 Specialty Industrial Machinery names.

# Ticker Company Shares Value (USD) Open

All Filings in PH

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $233,657 261
2025-12-31 $229,408 261
2025-09-30 $191,053 252
2025-06-30 $176,014 252
2025-03-31 $153,178 252
2024-12-31 $160,279 252
2024-09-30 $159,218 252