Heartwood Wealth Advisors LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1794935
RICHMOND, VA
Position in APD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$218,712
-$12,518 QoQ
Shares Held
746
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,425
of 1,766 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $218,712 across 1 Specialty Chemicals name. APD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
746 | $218,712 |
All Filings in APD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,712 | 746 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $231,230 | 796 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $219,539 | 805 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $224,519 | 796 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $235,936 | 800 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $232,032 | 800 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $238,192 | 800 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $327,981 | 1,271 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $218,492 | 798 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $292,752 | 1,033 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $309,414 | 1,033 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $296,687 | 1,033 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||