Position in APD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$227,507
-$1,980 QoQ
Shares Held
776
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,406
of 1,766 holders
Holding Since
Dec 2023
11 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, 2026Berry Wealth Group, LP holds $227,507 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
|
776 | $227,507 |
All Filings in APD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,507 | 776 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $229,487 | 790 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $236,398 | 957 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $302,991 | 1,111 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,509,769 | 8,898 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,617,415 | 8,875 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,712,744 | 9,353 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,838,653 | 9,534 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,499,214 | 9,685 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,272,492 | 9,380 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,273,279 | 11,955 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||