Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$290,501
+$53,263 QoQ
Shares Held
297
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,503
of 1,971 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, 2026Flatrock Wealth Partners LLC holds $1,167,613 across 3 Specialty Industrial Machinery names. PH ranks #3 (24.9% 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 | $290,501 | 297 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $237,238 | 265 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||