Holos Integrated Wealth LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 2080096
KENNETT SQUARE, PA
Position in APD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$29,318
+$269 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,603
of 1,766 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $81,233 across 5 Specialty Chemicals names. APD ranks #2 (36.1% of the industry book) .
All Filings in APD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,318 | 100 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $29,049 | 100 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $24,702 | 100 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $27,272 | 100 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $28,206 | 100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,492 | 100 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $29,004 | 100 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||