Position in PH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,781
+$829 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,887
of 1,972 holders
Holding Since
Jun 2025
4 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, 2026VSM Wealth Advisory, LLC holds $859,092 across 6 Specialty Industrial Machinery names. PH ranks #4 (1.1% of the industry book) .
All Filings in PH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,781 | 10 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,952 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,789 | 10 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $6,984 | 10 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||