Position in PH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$684,684
+$58,016 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,133
of 1,971 holders
Holding Since
Dec 2023
11 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, 2026Ledgewood Wealth Advisors, LLC holds $1,259,574 across 2 Specialty Industrial Machinery names. PH ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
700 | $684,684 | |
| 2 | EMR |
Emerson Electric Co
|
4,016 | $574,890 |
All Filings in PH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,684 | 700 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $626,668 | 700 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $615,272 | 700 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $530,705 | 700 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $488,929 | 700 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $425,495 | 700 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $445,221 | 700 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $442,274 | 700 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $354,067 | 700 | Shares | Sole | 2025-04-15 | |
| 2024-03-31 | $389,053 | 700 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $322,490 | 700 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||