Total Wealth Planning & Management, Inc.
Position in APD — Air Products & Chemicals, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in APD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$576,978
+$20,690 QoQ
Shares Held
1,968
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,031
of 1,766 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $989,720 across 2 Specialty Chemicals names. APD ranks #1 (58.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
1,968 | $576,978 | |
| 2 | WLK |
Westlake Corp
|
5,654 | $412,742 |
All Filings in APD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,978 | 1,968 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $556,288 | 1,915 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $300,129 | 1,215 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $400,807 | 1,421 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $340,337 | 1,154 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $367,480 | 1,267 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||