Position in PKOH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,302,247
+$1,647,005 QoQ
Shares Held
111,892
+1.3% QoQ
Ownership
0.772%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#16
of 103 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PKOH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $5,417,977 across 4 Specialty Industrial Machinery names. PKOH ranks #1 (79.4% of the industry book) .
All Filings in PKOH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,302,247 | 111,892 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,655,242 | 110,451 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,312,843 | 110,451 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,345,979 | 110,451 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,923,093 | 107,676 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,231,841 | 103,326 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,719,628 | 103,526 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,595,768 | 117,126 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,058,282 | 118,126 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,924,821 | 109,626 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,171,196 | 117,626 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,441,483 | 122,626 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,329,894 | 122,626 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,390,722 | 115,126 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,432,450 | 117,126 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $1,324,695 | 117,126 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $1,640,130 | 103,413 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||