Position in DD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,443,928
+$270,619 QoQ
Shares Held
10,509
+8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026AE Wealth Management LLC holds $75,534,948 across 12 Specialty Chemicals names. DD ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYB |
LyondellBasell Industries N.V.
|
431,555 | $34,766,043 | |
| 2 | LIN |
Linde PLC
|
52,495 | $26,024,886 | |
| 3 | APD |
Air Products & Chemicals, Inc.
|
26,750 | $7,770,600 | |
| 4 | SHW |
Sherwin Williams Co
|
8,921 | $2,859,610 | |
| 5 | DD |
DuPont de Nemours, Inc.
This page
|
10,509 | $1,443,928 | |
| 6 | ECL |
Ecolab Inc.
|
3,112 | $827,846 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
5,692 | $433,488 | |
| 8 | RPM |
Rpm International Inc/De/
|
4,011 | $398,682 |
All Filings in DD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,443,928 | 10,509 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,173,309 | 9,729 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $886,680 | 9,068 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $708,048 | 8,224 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $760,417 | 8,112 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $801,481 | 8,374 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $914,734 | 8,178 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $6,782,879 | 67,135 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $6,752,667 | 70,166 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $6,868,371 | 71,127 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,102,782 | 22,459 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,795,624 | 20,024 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,660,229 | 18,429 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,625,668 | 18,871 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,233,703 | 19,501 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,357,431 | 19,457 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,727,867 | 18,708 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,858,210 | 18,326 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,695,340 | 19,865 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,952,870 | 20,098 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,911,079 | 19,701 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,780,278 | 19,945 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,409,378 | 20,238 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,373,021 | 20,588 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $849,945 | 19,857 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||