Position in APD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$706,855
+$6,197 QoQ
Shares Held
2,411
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#950
of 1,766 holders
Holding Since
Mar 2024
6 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, 2026Advisor OS, LLC holds $2,215,507 across 4 Specialty Chemicals names. APD ranks #1 (31.9% of the industry book) .
All Filings in APD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,855 | 2,411 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $700,658 | 2,412 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $377,199 | 1,527 | Shares | Sole | 2026-02-04 | |
| 2024-09-30 | $1,243,955 | 4,178 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,160,707 | 4,498 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $984,583 | 4,064 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||