Position in APD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$927,913
+$917,124 QoQ
Shares Held
3,165
+8942.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#849
of 1,766 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Lee Financial Co holds $927,913 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
|
3,165 | $927,913 |
All Filings in APD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,913 | 3,165 | Shares | Other | 2026-07-22 | |
| 2022-12-31 | $10,789 | 35 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,145 | 35 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $6,012 | 25 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $2,129 | 7 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,402 | 25 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,192 | 25 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||