Institute for Wealth Management, LLC.

Position in APD — Air Products & Chemicals, Inc.

CIK 1533954 DENVER, CO

Position in APD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$157,730

-$245,897 QoQ

Shares Held

538

-62.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,482

of 1,766 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $2,873,081 across 16 Specialty Chemicals names. APD ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHW	Sherwin Williams Co	3,471	$1,195,134
2	LIN	Linde PLC	923	$478,981
3	DD	DuPont de Nemours, Inc.	2,968	$402,579
4	ECL	Ecolab Inc.	1,114	$310,371
5	APD	Air Products & Chemicals, Inc. This page	538	$157,730
6	PPG	Ppg Industries Inc	907	$110,010
7	SOLS	Solstice Advanced Materials Inc.	665	$58,919
8	WDFC	Wd 40 Co	206	$50,189

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$157,730	538	-62.4%	Shares	Sole	2026-07-28
2025-06-30	$403,627	1,431	-1.9%	Shares	Sole	2025-07-18
2025-03-31	$430,288	1,459	0.0%	Shares	Sole	2025-04-21
2024-12-31	$423,168	1,459	0.0%	Shares	Sole	2025-01-23
2024-09-30	$434,402	1,459	0.0%	Shares	Sole	2024-11-12
2024-06-30	$376,494	1,459	-2.6%	Shares	Sole	2024-07-25
2024-03-31	$362,920	1,498	+117.7%	Shares	Sole	2024-04-30
2021-12-31	$209,330	688	-57.3%	Shares	Sole	2022-01-21
2021-06-30	$463,164	1,610	+2.0%	Shares	Sole	2021-07-21
2021-03-31	$443,954	1,578	+9.5%	Shares	Sole	2021-05-04
2020-12-31	$393,710	1,441	+10.4%	Shares	Sole	2021-02-01
2020-09-30	$388,707	1,305	+0.8%	Shares	Sole	2020-11-03
2020-06-30	$312,690	1,295	+0.3%	Shares	Sole	2020-07-30
2020-03-31	$257,696	1,291	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.