Integrated Wealth Concepts LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1737109
WALTHAM, MA
Position in APD
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$1,734,452
+$126,009 QoQ
Shares Held
5,916
+6.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Integrated Wealth Concepts LLC holds $22,665,281 across 19 Specialty Chemicals names. APD ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
13,674 | $7,095,985 | |
| 2 | SHW |
Sherwin Williams Co
|
5,887 | $2,027,011 | |
| 3 | APD |
Air Products & Chemicals, Inc.
This page
|
5,916 | $1,734,452 | |
| 4 | ECL |
Ecolab Inc.
|
5,676 | $1,581,390 | |
| 5 | ALB |
Albemarle Corp
|
11,306 | $1,526,649 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
|
16,985 | $1,504,871 | |
| 7 | LYB |
LyondellBasell Industries N.V.
|
27,932 | $1,470,619 | |
| 8 | SSL |
Sasol Ltd
|
107,176 | $1,052,468 |
All Filings in APD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,734,452 | 5,916 | Shares | Other | 2026-09-09 | |
| 2026-03-31 | $1,608,443 | 5,537 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $943,065 | 3,458 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $898,925 | 3,187 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $987,982 | 3,350 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,409,304 | 4,859 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,284,748 | 4,315 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,095,680 | 4,246 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $891,795 | 3,681 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,085,890 | 3,966 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,055,381 | 3,724 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,027,986 | 3,432 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $956,983 | 3,332 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,059,489 | 3,437 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $776,387 | 3,336 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $766,890 | 3,189 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $850,193 | 3,402 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,708,419 | 5,615 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,431,398 | 5,589 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,641,214 | 5,705 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,600,543 | 5,689 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,254,899 | 4,593 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,220,928 | 4,099 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $943,867 | 3,909 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $772,490 | 3,870 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||