Position in PH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,490,654
+$202,404 QoQ
Shares Held
1,524
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#864
of 1,972 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, 2026Alteri Wealth LLC holds $3,745,822 across 4 Specialty Industrial Machinery names. PH ranks #1 (39.8% of the industry book) .
All Filings in PH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,490,654 | 1,524 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,288,250 | 1,439 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,354,477 | 1,541 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,151,629 | 1,519 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,096,597 | 1,570 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,121,483 | 1,845 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,003,655 | 1,578 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||