Position in APD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$131,931
-$31,324 QoQ
Shares Held
450
-19.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,497
of 1,765 holders
Holding Since
Mar 2020
22 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, 2026IMA Advisory Services, Inc. holds $445,820 across 13 Specialty Chemicals names. APD ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
450 | $131,931 | |
| 2 | LIN |
Linde PLC
|
250 | $129,735 | |
| 3 | SHW |
Sherwin Williams Co
|
204 | $70,241 | |
| 4 | ECL |
Ecolab Inc.
|
227 | $63,244 | |
| 5 | SOLS |
Solstice Advanced Materials Inc.
|
264 | $23,390 | |
| 6 | DD |
DuPont de Nemours, Inc.
|
59 | $8,002 | |
| 7 | CBT |
Cabot Corp
|
60 | $5,449 | |
| 8 | MTX |
Minerals Technologies Inc
|
73 | $5,399 |
All Filings in APD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,931 | 450 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $163,255 | 562 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $138,825 | 562 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $153,268 | 562 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $158,517 | 562 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $165,155 | 560 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $166,734 | 560 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $168,623 | 595 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $178,220 | 595 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $170,889 | 595 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $183,414 | 595 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $138,474 | 595 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $143,085 | 595 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $8,746 | 35 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $10,649 | 35 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,963 | 35 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $10,068 | 35 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,846 | 35 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $9,562 | 35 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $10,425 | 35 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,451 | 35 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,986 | 35 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||