Roehl & Yi Investment Advisors, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 2097566
Eugene, OR
Position in APD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$288,489
-$191,690 QoQ
Shares Held
984
-40.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,300
of 1,766 holders
Holding Since
Dec 2024
5 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,207,062 across 5 Specialty Chemicals names. APD ranks #2 (23.9% of the industry book) .
All Filings in APD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,489 | 984 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $480,179 | 1,653 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $317,881 | 1,127 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $339,452 | 1,151 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $331,805 | 1,144 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||