Position in PNR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$433,282
+$36,758 QoQ
Shares Held
5,652
+24.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#396
of 715 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Shakespeare Wealth Management, LLC holds $1,801,868 across 3 Specialty Industrial Machinery names. PNR ranks #2 (24.0% of the industry book) .
All Filings in PNR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,282 | 5,652 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $396,524 | 4,552 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $474,878 | 4,560 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $505,065 | 4,560 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $483,323 | 4,708 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $411,855 | 4,708 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $473,813 | 4,708 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $471,543 | 4,822 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $369,089 | 4,814 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $425,149 | 4,976 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $361,804 | 4,976 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $322,196 | 4,976 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $321,449 | 4,976 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $275,023 | 4,976 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $223,820 | 4,976 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $202,174 | 4,976 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $227,751 | 4,976 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $269,748 | 4,976 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $363,397 | 4,976 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $361,406 | 4,976 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $335,830 | 4,976 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $310,104 | 4,976 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $264,175 | 4,976 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $227,751 | 4,976 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||