Position in APD
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$902,261
+$172,317 QoQ
Shares Held
3,106
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026Valmark Advisers, Inc. holds $3,689,467 across 5 Specialty Chemicals names. APD ranks #2 (24.5% of the industry book) .
All Filings in APD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $902,261 | 3,106 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $729,944 | 2,955 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $805,887 | 2,955 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $836,307 | 2,965 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $875,912 | 2,970 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $863,739 | 2,978 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $890,540 | 2,991 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $810,018 | 3,139 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $737,954 | 3,046 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $837,554 | 3,059 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $913,965 | 3,225 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $965,984 | 3,225 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $927,113 | 3,228 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,005,235 | 3,261 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $759,165 | 3,262 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $772,421 | 3,212 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $804,960 | 3,221 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $932,252 | 3,064 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $774,220 | 3,023 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $869,656 | 3,023 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $915,761 | 3,255 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $792,064 | 2,899 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||