EverSource Wealth Advisors, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in APD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$450,319
-$128,332 QoQ
Shares Held
1,536
-22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#303
of 548 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $6,644,755 across 45 Specialty Chemicals names. APD ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
4,175 | $2,166,568 | |
| 2 | SHW |
Sherwin Williams Co
|
1,508 | $519,231 | |
| 3 | ESI |
Element Solutions Inc
|
10,725 | $512,115 | |
| 4 | APD |
Air Products & Chemicals, Inc.
This page
|
1,536 | $450,319 | |
| 5 | ECL |
Ecolab Inc.
|
1,330 | $370,547 | |
| 6 | LYB |
LyondellBasell Industries N.V.
|
6,679 | $351,647 | |
| 7 | IFF |
International Flavors & Fragrances Inc
|
2,612 | $206,918 | |
| 8 | NEU |
Newmarket Corp
|
243 | $192,267 |
All Filings in APD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,319 | 1,536 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $578,651 | 1,992 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $353,726 | 1,432 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $436,074 | 1,599 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $449,036 | 1,592 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $496,051 | 1,682 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $488,713 | 1,685 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $418,321 | 1,405 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $343,975 | 1,333 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $117,255 | 484 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $193,301 | 706 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $170,604 | 602 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $154,854 | 517 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $84,438 | 294 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $101,725 | 330 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $89,133 | 383 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $73,584 | 306 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $127,702 | 511 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $224,847 | 739 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||