Position in APD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$882,471
-$10,204 QoQ
Shares Held
3,010
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#867
of 1,766 holders
Holding Since
Dec 2023
8 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, 2026Invera Wealth Advisors, LLC holds $1,855,308 across 3 Specialty Chemicals names. APD ranks #1 (47.6% of the industry book) .
All Filings in APD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,471 | 3,010 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $892,675 | 3,073 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $761,562 | 3,083 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $903,521 | 3,313 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $935,875 | 3,318 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $975,890 | 3,309 | Shares | Sole | 2025-10-29 | |
| 2024-03-31 | $774,052 | 3,195 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $867,672 | 3,169 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||