ProVise Management Group, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1305707
CLEARWATER, FL
Position in APD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,697,953
+$78,424 QoQ
Shares Held
19,435
+0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#386
of 1,766 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026ProVise Management Group, LLC holds $5,697,953 across 1 Specialty Chemicals name. APD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
19,435 | $5,697,953 |
All Filings in APD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,697,953 | 19,435 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,619,529 | 19,345 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,753,899 | 19,245 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,132,317 | 18,819 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,291,727 | 18,761 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,405,588 | 18,329 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,262,485 | 18,144 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,723,456 | 19,223 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,954,560 | 19,200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,648,676 | 19,188 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,257,233 | 19,201 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,478,688 | 19,332 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,031,036 | 20,135 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $5,685,034 | 19,794 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,747,199 | 18,644 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,208,223 | 18,082 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,117,101 | 12,962 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $228,917 | 916 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $271,704 | 893 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $234,596 | 916 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $275,885 | 959 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $417,508 | 1,484 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $548,352 | 2,007 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $585,294 | 1,965 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $564,533 | 2,338 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $458,703 | 2,298 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||