Dynamic Wealth Strategies, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1812853
GRANITE BAY, CA
Position in APD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$27,558
-$22,406 QoQ
Shares Held
94
-45.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,610
of 1,766 holders
Holding Since
Dec 2023
11 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, 2026Dynamic Wealth Strategies, LLC holds $39,249 across 3 Specialty Chemicals names. APD ranks #1 (70.2% of the industry book) .
All Filings in APD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,558 | 94 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $49,964 | 172 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $83,986 | 340 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $142,087 | 521 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $203,929 | 723 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $230,627 | 782 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $227,101 | 783 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $245,933 | 826 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $212,891 | 825 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $206,171 | 851 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $217,944 | 796 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||