Position in APD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$347,125
-$2,624 QoQ
Shares Held
1,184
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,229
of 1,766 holders
Holding Since
Mar 2023
14 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, 2026PDS Planning, Inc holds $3,808,189 across 6 Specialty Chemicals names. APD ranks #4 (9.1% of the industry book) .
All Filings in APD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,125 | 1,184 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $349,749 | 1,204 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $307,786 | 1,246 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $317,173 | 1,163 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $380,781 | 1,350 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $432,942 | 1,468 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $363,130 | 1,252 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $314,413 | 1,056 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $277,919 | 1,077 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $228,945 | 945 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $264,764 | 967 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $301,821 | 1,065 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $312,409 | 1,043 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $216,556 | 754 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||