Carson Advisory Inc.

Position in APD — Air Products & Chemicals, Inc.

CIK 1909304 ATHENS, GA

Position in APD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$265,621

+$3,600 QoQ

Shares Held

906

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,336

of 1,766 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Carson Advisory Inc. holds $506,409 across 2 Specialty Chemicals names. APD ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	APD	Air Products & Chemicals, Inc. This page	906	$265,621
2	LIN	Linde PLC	464	$240,788

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,621	906	+0.4%	Shares	Sole	2026-08-11
2026-03-31	$262,021	902	-2.7%	Shares	Sole	2026-05-07
2025-12-31	$228,987	927	+0.7%	Shares	Sole	2026-02-12
2025-09-30	$251,175	921	-5.5%	Shares	Sole	2025-11-06
2025-06-30	$275,008	975	+2.3%	Shares	Sole	2025-08-05
2025-03-31	$281,058	953	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$276,118	952	-4.1%	Shares	Sole	2025-02-13
2024-09-30	$295,655	993	-0.1%	Shares	Sole	2024-11-01
2024-06-30	$256,501	994	+6.9%	Shares	Sole	2024-08-07
2024-03-31	$225,311	930	+2.2%	Shares	Sole	2024-05-03
2023-12-31	$249,158	910	-18.2%	Shares	Sole	2024-02-06
2023-09-30	$315,424	1,113	-1.3%	Shares	Sole	2023-11-09
2023-06-30	$337,869	1,128	-0.4%	Shares	Sole	2023-07-28
2023-03-31	$325,121	1,132	-5.0%	Shares	Sole	2023-05-05
2022-12-31	$367,137	1,191	-1.7%	Shares	Sole	2023-02-08
2022-09-30	$281,836	1,211	+43.7%	Shares	Sole	2022-11-07
2022-06-30	$202,724	843	+0.1%	Shares	Sole	2022-08-03
2022-03-31	$210,424	842	+0.4%	Shares	Sole	2022-05-03
2021-12-31	$255,274	839	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.