Position in PH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$276,807
+$4,655 QoQ
Shares Held
283
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,535
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, 2026AGH Wealth Advisors, LLC holds $1,285,555 across 3 Specialty Industrial Machinery names. PH ranks #3 (21.5% 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 | $276,807 | 283 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $272,152 | 304 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $249,624 | 284 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $259,287 | 342 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $238,178 | 341 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $207,884 | 342 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $221,338 | 348 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||