Position in PH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,473,920
+$379,725 QoQ
Shares Held
4,574
-1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.90%
of 13F equity value
Holder Rank
#601
of 1,972 holders
Holding Since
Dec 2024
6 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, 2026LeClair Wealth Partners LLC holds $6,933,180 across 5 Specialty Industrial Machinery names. PH ranks #1 (64.5% of the industry book) .
All Filings in PH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,473,920 | 4,574 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $4,094,195 | 4,658 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,542,834 | 4,673 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,263,950 | 4,673 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,840,483 | 4,673 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,291,140 | 2,030 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||