SageView Advisory Group, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1914558
NEWPORT BEACH, CA
Position in APD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,531,572
+$31,482 QoQ
Shares Held
5,224
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#694
of 1,766 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $4,032,522 across 4 Specialty Chemicals names. APD ranks #2 (38.0% of the industry book) .
All Filings in APD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,531,572 | 5,224 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,500,090 | 5,164 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,280,551 | 5,184 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,521,777 | 5,580 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,382,376 | 4,901 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,431,541 | 4,854 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,549,973 | 5,344 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,415,455 | 4,754 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,470,626 | 5,699 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,192,452 | 4,922 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,939,873 | 7,085 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $298,703 | 1,054 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $339,067 | 1,132 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $466,428 | 1,624 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $517,876 | 1,680 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||