Regent Peak Wealth Advisors LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1803329
ATLANTA, GA
Position in APD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$216,073
+$15,926 QoQ
Shares Held
737
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,431
of 1,766 holders
Holding Since
Mar 2020
24 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, 2026Regent Peak Wealth Advisors LLC holds $998,115 across 2 Specialty Chemicals names. APD ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
1,507 | $782,042 | |
| 2 | APD |
Air Products & Chemicals, Inc.
This page
|
737 | $216,073 |
All Filings in APD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,073 | 737 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $200,147 | 689 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $302,991 | 1,111 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $448,573 | 1,521 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $638,088 | 2,200 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,481,662 | 8,335 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,415,606 | 9,361 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,071,893 | 8,552 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,209,018 | 8,068 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,192,099 | 7,735 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,298,293 | 7,673 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,213,814 | 7,708 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,370,519 | 7,690 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,665,881 | 7,158 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,689,372 | 7,025 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,728,627 | 6,917 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,990,164 | 6,541 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,679,313 | 6,557 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,875,961 | 6,521 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,601,105 | 5,691 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,528,665 | 5,595 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,603,082 | 5,382 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,244,726 | 5,155 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,021,803 | 5,119 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||