Position in PH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$627,953
+$55,000 QoQ
Shares Held
642
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,179
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, 2026Wealthcare Capital Partners, LLC holds $1,784,285 across 4 Specialty Industrial Machinery names. PH ranks #1 (35.2% of the industry book) .
All Filings in PH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,953 | 642 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $572,953 | 640 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $561,655 | 639 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $483,699 | 638 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $449,116 | 643 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $394,494 | 649 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $396,246 | 623 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||