Confluence Wealth Services, Inc.

Position in APD — Air Products & Chemicals, Inc.

CIK 1910411 MCMURRAY, PA

Position in APD

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,613,662

+$567,898 QoQ

Shares Held

5,504

+52.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#680

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

Confluence Wealth Services, Inc. holds $7,225,440 across 6 Specialty Chemicals names. APD ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC	5,329	$2,765,431
2	APD	Air Products & Chemicals, Inc. This page	5,504	$1,613,662
3	PPG	Ppg Industries Inc	10,301	$1,249,408
4	DD	DuPont de Nemours, Inc.	5,332	$723,232
5	SHW	Sherwin Williams Co	1,717	$591,197
6	ECL	Ecolab Inc.	1,014	$282,510

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,613,662	5,504	+52.9%	Shares	Sole	2026-07-22
2026-03-31	$1,045,764	3,600	+17.1%	Shares	Sole	2026-05-07
2025-12-31	$759,339	3,074	-22.5%	Shares	Sole	2026-01-28
2025-09-30	$1,082,425	3,969	-1.5%	Shares	Sole	2025-10-28
2025-06-30	$1,136,983	4,031	+0.1%	Shares	Sole	2025-07-22
2025-03-31	$1,187,937	4,028	-7.9%	Shares	Sole	2025-04-24
2024-12-31	$1,268,634	4,374	-11.0%	Shares	Sole	2025-01-27
2024-09-30	$1,462,796	4,913	-6.9%	Shares	Sole	2024-10-29
2024-06-30	$1,362,245	5,279	+5.5%	Shares	Sole	2024-07-31
2024-03-31	$1,212,319	5,004	+9.9%	Shares	Sole	2024-04-22
2023-12-31	$1,247,159	4,555	-14.0%	Shares	Sole	2024-01-25
2023-09-30	$1,500,319	5,294	+3.2%	Shares	Sole	2023-11-01
2023-06-30	$1,536,588	5,130	-0.4%	Shares	Sole	2023-08-01
2023-03-31	$1,479,131	5,150	+7.4%	Shares	Sole	2023-05-12
2022-12-31	$1,477,798	4,794	+4.0%	Shares	Sole	2023-02-10
2022-09-30	$1,072,419	4,608	-19.5%	Shares	Sole	2022-11-08
2022-06-30	$1,376,988	5,726	+4.9%	Shares	Sole	2022-08-15
2022-03-31	$1,364,758	5,461	+1.2%	Shares	Sole	2022-04-26
2021-12-31	$1,642,091	5,397	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.