Compass Wealth Management LLC

Position in APD — Air Products & Chemicals, Inc.

CIK 1965653 GUILFORD, CT

Position in APD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,255,069

-$274,588 QoQ

Shares Held

28,157

-4.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#319

of 1,766 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Compass Wealth Management LLC holds $8,255,069 across 1 Specialty Chemicals name. APD ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	APD	Air Products & Chemicals, Inc. This page	28,157	$8,255,069

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,255,069	28,157	-4.1%	Shares	Sole	2026-08-10
2026-03-31	$8,529,657	29,363	-0.7%	Shares	Sole	2026-04-21
2025-12-31	$7,304,134	29,569	-1.0%	Shares	Sole	2026-02-11
2025-09-30	$8,144,237	29,863	-0.8%	Shares	Sole	2025-11-07
2025-06-30	$8,491,980	30,107	+3.3%	Shares	Sole	2025-08-08
2025-03-31	$8,594,853	29,143	-1.3%	Shares	Sole	2025-04-29
2024-12-31	$8,561,690	29,519	-1.4%	Shares	Sole	2025-01-21
2024-09-30	$8,914,037	29,939	-1.1%	Shares	Sole	2024-10-16
2024-06-30	$7,811,947	30,273	+1.1%	Shares	Sole	2024-07-16
2024-03-31	$7,252,352	29,935	+46.3%	Shares	Sole	2024-04-05
2023-12-31	$5,601,126	20,457	+27.8%	Shares	Sole	2024-01-04
2023-09-30	$4,537,234	16,010	-1.2%	Shares	Sole	2023-10-25
2023-06-30	$4,853,883	16,205	+3.5%	Shares	Sole	2023-07-27
2023-03-31	$4,497,708	15,660	+2.8%	Shares	Sole	2023-05-15
2022-12-31	$4,696,032	15,234	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.