Position in APD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,117,015
-$505,952 QoQ
Shares Held
3,810
-31.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#795
of 1,765 holders
Holding Since
Dec 2020
17 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, 202644 WEALTH MANAGEMENT LLC holds $3,587,226 across 4 Specialty Chemicals names. APD ranks #2 (31.1% of the industry book) .
All Filings in APD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,117,015 | 3,810 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,622,967 | 5,587 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $843,573 | 3,415 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,425,507 | 5,227 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,218,022 | 11,409 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,487,429 | 11,825 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,384,186 | 11,668 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,611,883 | 12,131 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $2,985,715 | 9,968 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,812,647 | 9,793 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,857,878 | 9,271 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,885,345 | 8,101 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,780,754 | 7,405 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,387,250 | 5,551 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $286,612 | 942 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $212,315 | 829 | Shares | Sole | 2021-10-20 | |
| 2020-12-31 | $517,478 | 1,894 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||