WealthPlan Investment Management, LLC

Position in APD — Air Products & Chemicals, Inc.

CIK 1929986 OMAHA, NE

Position in APD

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

Position Value

$2,025,580

-$432,255 QoQ

Shares Held

6,909

-18.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#631

of 1,766 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $7,042,661 across 4 Specialty Chemicals names. APD ranks #3 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RPM	Rpm International Inc/De/	22,017	$2,447,189
2	ALB	Albemarle Corp	17,117	$2,311,308
3	APD	Air Products & Chemicals, Inc. This page	6,909	$2,025,580
4	SHW	Sherwin Williams Co	751	$258,584

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,025,580	6,909	-18.3%	Shares	Sole	2026-07-28
2026-03-31	$2,457,835	8,461	-37.5%	Shares	Sole	2026-04-29
2025-12-31	$3,341,933	13,529	-57.0%	Shares	Sole	2026-02-05
2025-09-30	$8,581,680	31,467	-2.7%	Shares	Sole	2025-10-27
2025-06-30	$9,124,358	32,349	+12.6%	Shares	Sole	2025-07-28
2025-03-31	$8,470,692	28,722	-2.3%	Shares	Sole	2025-05-12
2024-12-31	$8,526,305	29,397	-2.4%	Shares	Sole	2025-01-30
2024-09-30	$8,967,035	30,117	-0.6%	Shares	Sole	2024-11-05
2024-06-30	$7,818,140	30,297	-1.1%	Shares	Sole	2024-08-09
2024-03-31	$7,420,245	30,628	+6.9%	Shares	Sole	2024-05-16
2023-12-31	$7,843,001	28,645	-0.4%	Shares	Sole	2024-01-05
2023-09-30	$8,147,750	28,750	+94.9%	Shares	Sole	2023-11-15
2023-06-30	$4,418,367	14,751	-50.0%	Shares	Sole	2023-08-14
2023-03-31	$8,464,940	29,473	-44.1%	Shares	Sole	2023-05-08
2022-12-31	$16,241,602	52,688	+1.1%	Shares	Sole	2023-02-15
2022-09-30	$12,123,836	52,094	+19.8%	Shares	Sole	2022-12-12
2022-03-31	$10,870,335	43,497	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.