Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$631,865
+$23,998 QoQ
Shares Held
646
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,171
of 1,973 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, 2026Marin Bay Wealth Advisors, LLC holds $2,607,122 across 6 Specialty Industrial Machinery names. PH ranks #2 (24.2% 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 | $631,865 | 646 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $607,867 | 679 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $680,315 | 774 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||