Position in APD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$512,771
-$1,187,466 QoQ
Shares Held
1,749
-70.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,069
of 1,766 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026WealthPLAN Partners, LLC holds $1,625,890 across 3 Specialty Chemicals names. APD ranks #3 (31.5% of the industry book) .
All Filings in APD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,771 | 1,749 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,700,237 | 5,853 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,124,619 | 8,601 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,573,931 | 9,438 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,629,927 | 9,324 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,883,211 | 13,167 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,783,571 | 13,045 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,147,518 | 13,930 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,676,954 | 14,249 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,737,014 | 15,425 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,986,089 | 21,863 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $6,530,953 | 23,045 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,246,905 | 10,840 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,269,572 | 25,311 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $16,318,667 | 52,938 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 | $10,870,335 | 43,497 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $8,010,861 | 26,329 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $5,599,076 | 21,862 | Shares | Sole | 2021-12-09 | |
| No filing history on record for this holder in this stock. | ||||||