Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$378,532
+$32,075 QoQ
Shares Held
387
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,383
of 1,972 holders
Holding Since
Mar 2026
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 Jun 30, 2026TRB Wealth Management, LLC holds $3,564,905 across 6 Specialty Industrial Machinery names. PH ranks #6 (10.6% 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 | $378,532 | 387 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $346,457 | 387 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||