Position in PH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$660,231
+$55,944 QoQ
Shares Held
675
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,144
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Hawaii, Inc. holds $4,679,219 across 5 Specialty Industrial Machinery names. PH ranks #3 (14.1% of the industry book) .
All Filings in PH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,231 | 675 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $604,287 | 675 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $593,298 | 675 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||