Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,087,924
+$306,414 QoQ
Shares Held
3,157
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#690
of 1,972 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026XXI WEALTH, LLC holds $3,807,493 across 3 Specialty Industrial Machinery names. PH ranks #1 (81.1% of the industry book) .
All Filings in PH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,087,924 | 3,157 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,781,510 | 3,107 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,685,222 | 3,055 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||