Phillips Wealth Planners LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1962628
STARKVILLE, MS
Position in APD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$781,911
-$92,754 QoQ
Shares Held
2,667
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#910
of 1,765 holders
Holding Since
Mar 2023
14 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, 2026Phillips Wealth Planners LLC holds $2,242,907 across 4 Specialty Chemicals names. APD ranks #1 (34.9% of the industry book) .
All Filings in APD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,911 | 2,667 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $874,665 | 3,011 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $354,473 | 1,435 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $332,172 | 1,218 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $311,112 | 1,103 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $326,476 | 1,107 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $311,502 | 1,074 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $318,879 | 1,071 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $277,919 | 1,077 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $255,837 | 1,056 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $254,907 | 931 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $277,732 | 980 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $304,921 | 1,018 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $277,157 | 965 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||