Sound Financial Strategies Group, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1800620
MADISON, MS
Position in APD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$301,975
+$101,247 QoQ
Shares Held
1,030
+49.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,282
of 1,766 holders
Holding Since
Mar 2020
23 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, 2026Sound Financial Strategies Group, LLC holds $1,946,691 across 6 Specialty Chemicals names. APD ranks #2 (15.5% of the industry book) .
All Filings in APD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,975 | 1,030 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $200,728 | 691 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $561,970 | 2,275 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $677,436 | 2,484 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $694,149 | 2,461 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $688,048 | 2,333 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $705,957 | 2,434 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $891,433 | 2,994 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $773,891 | 2,999 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $480,905 | 1,985 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $537,743 | 1,964 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $887,042 | 3,130 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,002,227 | 3,346 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,082,781 | 3,770 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $782,980 | 2,540 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $634,686 | 2,086 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $546,794 | 2,135 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $609,881 | 2,120 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $636,391 | 2,262 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $662,831 | 2,426 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $616,868 | 2,071 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $508,273 | 2,105 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $420,378 | 2,106 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||