Position in PH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,963,086
+$159,178 QoQ
Shares Held
2,007
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#807
of 1,973 holders
Holding Since
Dec 2024
7 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, 2026BURLING WEALTH PARTNERS, LLC holds $12,553,614 across 5 Specialty Industrial Machinery names. PH ranks #3 (15.6% 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 | $1,963,086 | 2,007 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,803,908 | 2,015 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,813,294 | 2,063 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,594,389 | 2,103 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,541,523 | 2,207 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,373,741 | 2,260 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,226,105 | 3,500 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||