Position in APD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,344,267
+$18,605 QoQ
Shares Held
7,996
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#590
of 1,766 holders
Holding Since
Dec 2025
3 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, 2026CrossGen Wealth, LLC holds $2,356,105 across 3 Specialty Chemicals names. APD ranks #1 (99.5% of the industry book) .
All Filings in APD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,344,267 | 7,996 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,325,662 | 8,006 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,004,320 | 8,114 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||