Position in APD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,210,944
+$329,998 QoQ
Shares Held
14,363
+7.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#458
of 1,766 holders
Holding Since
Dec 2025
3 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, 2026WCG Wealth Advisors LLC holds $4,210,944 across 1 Specialty Chemicals name. APD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
14,363 | $4,210,944 |
All Filings in APD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,210,944 | 14,363 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,880,946 | 13,360 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,202,120 | 12,963 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||