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WealthPoint Financial, LLC

SEC CIK
0002040860
Latest filing
Aug 6, 2026

PH holding history

Parker-Hannifin Corp in every 13F filed by WealthPoint Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PH overviewAll 13F holders of PHFull Q2 2026 holdings

Shares (Q2 2026)
622
Value
$608.6K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of PH by WealthPoint Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026622$608.6K0.4%+10+1.6%AddedHolders
Q1 2026612$548.0K0.5%+105+20.7%AddedHolders
Q4 2025507$445.8K0.4%–No prior filingHolders