Position in PH
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$478,953
+$4,315 QoQ
Shares Held
535
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Pathfinder Wealth Consulting, Inc. holds $1,404,888 across 3 Specialty Industrial Machinery names. PH ranks #2 (34.1% of the industry book) .
All Filings in PH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,953 | 535 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $474,638 | 540 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||