Position in DD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$558,688
+$77,389 QoQ
Shares Held
4,119
+17.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#490
of 1,029 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026AE Wealth Management LLC holds $73,085,914 across 12 Specialty Chemicals names. DD ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
59,091 | $30,664,647 | |
| 2 | LYB |
LyondellBasell Industries N.V.
|
526,552 | $27,722,930 | |
| 3 | APD |
Air Products & Chemicals, Inc.
|
26,409 | $7,742,581 | |
| 4 | SHW |
Sherwin Williams Co
|
7,866 | $2,708,408 | |
| 5 | SOLS |
Solstice Advanced Materials Inc.
|
12,169 | $1,078,155 | |
| 6 | ECL |
Ecolab Inc.
|
3,107 | $865,628 | |
| 7 | DD |
DuPont de Nemours, Inc.
This page
|
4,119 | $558,688 | |
| 8 | RPM |
Rpm International Inc/De/
|
4,270 | $474,598 |
All Filings in DD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,688 | 4,119 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $481,299 | 10,509 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $391,091 | 9,729 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $706,385 | 9,068 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $564,080 | 8,224 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $605,798 | 8,112 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $638,515 | 8,374 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $728,738 | 8,178 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,403,693 | 67,135 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $5,379,626 | 70,166 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,471,802 | 71,127 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,675,216 | 22,459 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,430,513 | 20,024 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,322,649 | 18,429 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,295,116 | 18,871 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $982,850 | 19,501 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,081,420 | 19,457 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,376,534 | 18,708 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,480,374 | 18,326 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,350,621 | 19,865 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,555,786 | 20,098 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,522,493 | 19,701 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,418,288 | 19,945 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,122,804 | 20,238 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,093,840 | 20,588 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $677,122 | 19,857 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||