Position in APD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$273,830
-$9,107 QoQ
Shares Held
934
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,317
of 1,766 holders
Holding Since
Dec 2024
7 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, 2026AGH Wealth Advisors, LLC holds $1,293,733 across 3 Specialty Chemicals names. APD ranks #3 (21.2% of the industry book) .
All Filings in APD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,830 | 934 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $282,937 | 974 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $258,876 | 1,048 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $298,628 | 1,095 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $265,418 | 941 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $272,506 | 924 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $267,416 | 922 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||