Patriot Financial Group Insurance Agency, LLC

Insurance

Position in APD — Air Products & Chemicals, Inc.

CIK 1694883 Westborough, MA

Position in APD

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,146,333

-$908,593 QoQ

Shares Held

3,910

-44.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#786

of 1,766 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,524,381 across 3 Specialty Chemicals names. APD ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC	4,538	$2,354,949
2	APD	Air Products & Chemicals, Inc. This page	3,910	$1,146,333
3	AMTX	Aemetis, Inc	14,085	$23,099

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,333	3,910	-44.7%	Shares	Sole	2026-07-16
2026-03-31	$2,054,926	7,074	+101.3%	Shares	Sole	2026-04-22
2025-12-31	$868,275	3,515	+20.1%	Shares	Sole	2026-01-26
2025-09-30	$797,978	2,926	-49.2%	Shares	Sole	2025-10-08
2025-06-30	$1,623,537	5,756	+9.6%	Shares	Sole	2025-07-21
2025-03-31	$1,549,214	5,253	+27.5%	Shares	Sole	2025-04-14
2024-12-31	$1,195,254	4,121	+3.0%	Shares	Sole	2025-01-22
2024-09-30	$1,190,960	4,000	-9.0%	Shares	Sole	2024-10-24
2024-06-30	$1,134,903	4,398	+2.3%	Shares	Sole	2024-07-26
2024-03-31	$1,041,276	4,298	+6.3%	Shares	Sole	2024-04-30
2023-12-31	$1,107,247	4,044	+9.9%	Shares	Sole	2024-01-19
2023-09-30	$1,043,195	3,681	+14.2%	Shares	Sole	2023-10-19
2023-06-30	$965,385	3,223	+31.3%	Shares	Sole	2023-07-17
2023-03-31	$705,100	2,455	+44.1%	Shares	Sole	2023-04-20
2022-12-31	$525,275	1,704	+5.5%	Shares	Sole	2023-01-17
2022-09-30	$375,858	1,615	+150.8%	Shares	Sole	2022-11-01
2022-06-30	$154,869	644	-4.5%	Shares	Sole	2022-07-29
2022-03-31	$168,439	674	+175.1%	Shares	Sole	2022-05-11
2021-12-31	$74,543	245	-7.2%	Shares	Sole	2022-01-10
2021-09-30	$67,613	264	-21.2%	Shares	Sole	2021-11-24
2021-06-30	$96,372	335	0.0%	Shares	Sole	2021-07-30
2021-03-31	$94,248	335	+4.7%	Shares	Sole	2021-04-29
2020-12-31	$87,430	320	+6.7%	Shares	Sole	2021-01-15
2020-09-30	$89,358	300	-2.6%	Shares	Sole	2020-10-21
2020-06-30	$74,369	308	0.0%	Shares	Sole	2020-07-10
2020-03-31	$61,479	308	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.