DEFINED WEALTH MANAGEMENT, LLC

Position in APD — Air Products & Chemicals, Inc.

CIK 1849518 BEAVERTON, OR

Position in APD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$580,203

+$4,743 QoQ

Shares Held

1,979

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#1,027

of 1,766 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

DEFINED WEALTH MANAGEMENT, LLC holds $1,216,587 across 3 Specialty Chemicals names. APD ranks #1 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APD	Air Products & Chemicals, Inc. This page	1,979	$580,203
2	SHW	Sherwin Williams Co	1,060	$364,979
3	LIN	Linde PLC	523	$271,405

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$580,203	1,979	-0.1%	Shares	Sole	2026-07-28
2026-03-31	$575,460	1,981	+0.6%	Shares	Sole	2026-04-17
2025-12-31	$486,629	1,970	-1.1%	Shares	Sole	2026-01-15
2025-09-30	$543,258	1,992	+0.2%	Shares	Sole	2025-10-07
2025-06-30	$560,735	1,988	+0.4%	Shares	Sole	2025-07-09
2025-03-31	$583,941	1,980	+0.1%	Shares	Sole	2025-04-16
2024-12-31	$573,989	1,979	+0.3%	Shares	Sole	2025-01-15
2024-09-30	$587,738	1,974	+0.6%	Shares	Sole	2024-10-31
2024-06-30	$506,552	1,963	+0.3%	Shares	Sole	2024-08-05
2024-03-31	$474,364	1,958	+15.8%	Shares	Sole	2024-04-15
2023-12-31	$462,995	1,691	-13.5%	Shares	Sole	2024-01-09
2023-09-30	$554,047	1,955	+15.6%	Shares	Sole	2023-10-24
2023-06-30	$506,505	1,691	+0.1%	Shares	Sole	2023-07-28
2023-03-31	$485,384	1,690	0.0%	Shares	Sole	2023-04-21
2022-12-31	$520,959	1,690	0.0%	Shares	Sole	2023-01-23
2022-09-30	$393,313	1,690	0.0%	Shares	Sole	2022-10-13
2022-06-30	$406,411	1,690	0.0%	Shares	Sole	2022-07-25
2022-03-31	$422,347	1,690	0.0%	Shares	Sole	2022-04-18
2021-12-31	$514,199	1,690	0.0%	Shares	Sole	2022-01-19
2021-09-30	$432,825	1,690	0.0%	Shares	Sole	2021-10-21
2021-06-30	$486,179	1,690	0.0%	Shares	Sole	2021-07-20
2021-03-31	$475,464	1,690	0.0%	Shares	Sole	2021-05-18
2020-12-31	$461,741	1,690	—	Shares	Sole	2021-03-09
No filing history on record for this holder in this stock.