Position in APD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$167,992
+$17,809 QoQ
Shares Held
573
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,479
of 1,766 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $4,798,399 across 5 Specialty Chemicals names. APD ranks #2 (3.5% of the industry book) .
All Filings in APD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,992 | 573 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $150,183 | 517 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $67,436 | 273 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $80,179 | 294 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $77,002 | 273 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $80,513 | 273 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $86,141 | 297 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $88,428 | 297 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $76,382 | 296 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $71,711 | 296 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $81,044 | 296 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $105,141 | 371 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $110,826 | 370 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $106,267 | 370 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $113,747 | 369 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $85,644 | 368 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $88,256 | 367 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $92,966 | 372 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $112,880 | 371 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $95,016 | 371 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $106,441 | 370 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $104,377 | 371 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $101,364 | 371 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||