Position in DD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,087
-$164 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#904
of 1,025 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026LGT Financial Advisors LLC holds $21,997 across 3 Specialty Chemicals names. DD ranks #1 (41.3% of the industry book) .
All Filings in DD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,087 | 67 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,251 | 202 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,080 | 201 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,335 | 107 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $6,035 | 88 | Shares | Sole | 2025-07-30 | |
| 2024-03-31 | $24,151 | 315 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $24,232 | 315 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $23,495 | 315 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||