Position in APD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$11,241,693
+$129,580 QoQ
Shares Held
38,344
+0.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#264
of 1,766 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026JGP Wealth Management, LLC holds $16,688,370 across 4 Specialty Chemicals names. APD ranks #1 (67.4% of the industry book) .
All Filings in APD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,241,693 | 38,344 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $11,112,113 | 38,253 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $11,712,453 | 47,415 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $12,945,745 | 47,469 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $13,158,381 | 46,651 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $13,504,976 | 45,792 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $13,427,401 | 46,295 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $13,588,258 | 45,638 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $11,544,640 | 44,738 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,325,699 | 38,493 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $11,914,680 | 43,516 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $12,013,892 | 42,392 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $12,553,002 | 41,909 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,939,894 | 41,572 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,780,459 | 41,460 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,886,835 | 42,482 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $9,829,620 | 40,875 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $9,739,742 | 38,973 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $10,783,582 | 35,442 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $8,623,223 | 33,670 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $9,546,660 | 33,185 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,433,048 | 33,529 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $9,046,040 | 33,109 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $9,584,836 | 32,179 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $7,669,252 | 31,762 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $6,017,243 | 30,145 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||