Position in PH
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$201,429
New position
Shares Held
225
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PLANNING ALTERNATIVES LTD /ADV holds $1,851,215 across 4 Specialty Industrial Machinery names.
All Filings in PH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,429 | 225 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||