Avantra Family Wealth, Inc.
Position in APD — Air Products & Chemicals, Inc.
CIK 1774744
MECHANICSBURG, PA
Position in APD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$411,331
-$27,308 QoQ
Shares Held
1,403
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,157
of 1,766 holders
Holding Since
Dec 2024
4 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, 2026Avantra Family Wealth, Inc. holds $1,551,559 across 3 Specialty Chemicals names. APD ranks #3 (26.5% of the industry book) .
All Filings in APD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,331 | 1,403 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $438,639 | 1,510 | Shares | Sole | 2026-04-22 | |
| 2025-03-31 | $345,351 | 1,171 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $230,871 | 796 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||