Heritage Wealth Management, Inc.
Position in APD — Air Products & Chemicals, Inc.
CIK 1944755
CINCINNATI, OH
Position in APD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$708,909
-$8,020 QoQ
Shares Held
2,418
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#948
of 1,766 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $1,099,670 across 2 Specialty Chemicals names. APD ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
2,418 | $708,909 | |
| 2 | LIN |
Linde PLC
|
753 | $390,761 |
All Filings in APD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,909 | 2,418 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $716,929 | 2,468 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $681,034 | 2,757 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,004,427 | 3,683 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,038,544 | 3,682 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,181,744 | 4,007 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,138,697 | 3,926 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,171,904 | 3,936 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,069,617 | 4,145 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||