Summit Wealth Partners, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 2033312
Orlando, FL
Position in APD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$419,247
-$3,415 QoQ
Shares Held
1,430
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,142
of 1,766 holders
Holding Since
Mar 2020
26 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, 2026Summit Wealth Partners, LLC holds $917,123 across 2 Specialty Chemicals names. APD ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
1,787 | $497,876 | |
| 2 | APD |
Air Products & Chemicals, Inc.
This page
|
1,430 | $419,247 |
All Filings in APD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,247 | 1,430 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $422,662 | 1,455 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $340,887 | 1,380 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $376,353 | 1,380 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $389,242 | 1,380 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $406,989 | 1,380 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $400,255 | 1,380 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $410,881 | 1,380 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $406,428 | 1,575 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $381,575 | 1,575 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $431,235 | 1,575 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $446,355 | 1,575 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $471,759 | 1,575 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $464,992 | 1,619 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $499,072 | 1,619 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $376,789 | 1,619 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $378,756 | 1,575 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $374,865 | 1,500 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $456,390 | 1,500 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $384,165 | 1,500 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $431,520 | 1,500 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $422,010 | 1,500 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $409,830 | 1,500 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $446,790 | 1,500 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $362,190 | 1,500 | Shares | Sole | 2024-09-10 | |
| 2020-03-31 | $299,415 | 1,500 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||