Position in PNR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$233,966
+$24,749 QoQ
Shares Held
3,052
+51.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#483
of 711 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Plan A Wealth LLC holds $2,438,133 across 3 Specialty Industrial Machinery names. PNR ranks #3 (9.6% of the industry book) .
All Filings in PNR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,966 | 3,052 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $209,217 | 2,009 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $210,000 | 1,896 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||