Position in APD
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$792,747
+$94,422 QoQ
Shares Held
2,729
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026PATTEN & PATTEN INC/TN holds $14,773,853 across 5 Specialty Chemicals names. APD ranks #4 (5.4% of the industry book) .
All Filings in APD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $792,747 | 2,729 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $698,325 | 2,827 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $770,979 | 2,827 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $793,716 | 2,814 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $863,230 | 2,927 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $857,648 | 2,957 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $861,064 | 2,892 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $750,151 | 2,907 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $712,273 | 2,940 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $677,928 | 2,476 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $822,993 | 2,904 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $831,794 | 2,777 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $761,106 | 2,650 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $816,272 | 2,648 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $631,861 | 2,715 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $652,181 | 2,712 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $695,999 | 2,785 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $892,394 | 2,933 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $748,353 | 2,922 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $860,738 | 2,992 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $964,996 | 3,430 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $932,499 | 3,413 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,023,744 | 3,437 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $872,153 | 3,612 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $730,572 | 3,660 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||