Position in APD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,674
-$181,177 QoQ
Shares Held
33
-95.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,683
of 1,766 holders
Holding Since
Mar 2022
14 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, 2026GoalVest Advisory LLC holds $190,316 across 5 Specialty Chemicals names. APD ranks #4 (5.1% of the industry book) .
All Filings in APD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,674 | 33 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $190,851 | 657 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $167,973 | 680 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $163,632 | 600 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $183,339 | 650 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $21,824 | 74 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $21,172 | 73 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $36,026 | 121 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $12,902 | 50 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,324 | 55 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $25,737 | 94 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $88,420 | 312 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $69,790 | 233 | Shares | Sole | 2023-07-17 | |
| 2022-03-31 | $528,809 | 2,116 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||