PlanVest Financial, Inc
Position in APD — Air Products & Chemicals, Inc.
CIK 2135239
GAITHERSBURG, MD
Position in APD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,590
+$161 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,639
of 1,766 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $119,230 across 8 Specialty Chemicals names. APD ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
87 | $45,147 | |
| 2 | RPM |
Rpm International Inc/De/
|
350 | $38,902 | |
| 3 | APD |
Air Products & Chemicals, Inc.
This page
|
60 | $17,590 | |
| 4 | ASPN |
Aspen Aerogels Inc
|
886 | $5,617 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
35 | $4,747 | |
| 6 | ALB |
Albemarle Corp
|
26 | $3,510 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
32 | $2,835 | |
| 8 | CC |
Chemours Co
|
43 | $882 |
All Filings in APD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,590 | 60 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $17,429 | 60 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||