Position in PH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$775,649
+$65,724 QoQ
Shares Held
793
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,093
of 1,972 holders
Holding Since
Mar 2026
2 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, 2026M3 Wealth Management, LLC holds $10,949,508 across 3 Specialty Industrial Machinery names. PH ranks #3 (7.1% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,649 | 793 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $709,925 | 793 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||