Position in PH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$124,221
+$10,526 QoQ
Shares Held
127
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#1,714
of 1,971 holders
Holding Since
Jun 2024
9 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, 2026SIMA Wealth Partners, LLC holds $306,794 across 3 Specialty Industrial Machinery names. PH ranks #1 (40.5% of the industry book) .
All Filings in PH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,221 | 127 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $113,695 | 127 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $111,627 | 127 | Shares | Sole | 2026-05-28 | |
| 2025-09-30 | $96,285 | 127 | Shares | Sole | 2026-05-28 | |
| 2025-06-30 | $88,705 | 127 | Shares | Sole | 2026-06-15 | |
| 2025-03-31 | $77,196 | 127 | Shares | Sole | 2026-06-15 | |
| 2024-12-31 | $80,775 | 127 | Shares | Sole | 2026-06-15 | |
| 2024-09-30 | $80,241 | 127 | Shares | Sole | 2026-06-15 | |
| 2024-06-30 | $64,237 | 127 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||