Position in APD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,985,892
+$274,121 QoQ
Shares Held
23,828
+3.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#351
of 1,766 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026HOWE & RUSLING INC holds $8,590,024 across 5 Specialty Chemicals names. APD ranks #1 (81.3% of the industry book) .
All Filings in APD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,985,892 | 23,828 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,711,771 | 23,105 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,464,639 | 18,074 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,666,030 | 20,776 | Shares | Sole | 2025-11-05 | |
| 2022-09-30 | $99,608 | 428 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $102,925 | 428 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $114,708 | 459 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $139,655 | 459 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $120,627 | 471 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $96,948 | 337 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $92,560 | 329 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $89,889 | 329 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $89,358 | 300 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $72,438 | 300 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $59,883 | 300 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||