Robertson Stephens Wealth Management, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1767307
San Francisco, CA
Position in APD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$268,552
+$3,045 QoQ
Shares Held
916
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,328
of 1,766 holders
Holding Since
Mar 2021
20 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, 2026Robertson Stephens Wealth Management, LLC holds $3,652,841 across 3 Specialty Chemicals names. APD ranks #3 (7.4% of the industry book) .
All Filings in APD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,552 | 916 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $265,507 | 914 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $225,776 | 914 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $266,720 | 978 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $305,470 | 1,083 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $343,581 | 1,165 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $483,786 | 1,668 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $397,185 | 1,334 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $266,565 | 1,033 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $382,059 | 1,577 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $436,984 | 1,596 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $404,978 | 1,429 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $427,728 | 1,428 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $413,295 | 1,439 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $439,578 | 1,426 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $333,967 | 1,435 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $343,405 | 1,428 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $354,372 | 1,418 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $424,442 | 1,395 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $246,453 | 876 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||