Position in APD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$553,523
-$21,937 QoQ
Shares Held
1,888
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,041
of 1,766 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026EPG Wealth Management LLC holds $3,344,113 across 5 Specialty Chemicals names. APD ranks #3 (16.6% of the industry book) .
All Filings in APD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,523 | 1,888 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $575,460 | 1,981 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $426,603 | 1,727 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $523,349 | 1,919 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $510,528 | 1,810 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $543,242 | 1,842 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $499,158 | 1,721 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $511,815 | 1,719 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $488,456 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $449,168 | 1,854 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $471,483 | 1,722 | Shares | Sole | 2024-02-15 | |
| 2022-06-30 | $240,239 | 999 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $245,661 | 983 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $238,539 | 784 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $200,534 | 783 | Shares | Sole | 2021-11-15 | |
| 2020-03-31 | $798 | 4 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||