Position in KWR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,336
+$453 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 313 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KWR Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Concord Wealth Partners holds $1,546,586 across 10 Specialty Chemicals names. KWR ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
2,300 | $1,193,562 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
926 | $271,484 | |
| 3 | SOLS |
Solstice Advanced Materials Inc.
|
424 | $37,566 | |
| 4 | DD |
DuPont de Nemours, Inc.
|
98 | $13,292 | |
| 5 | SHW |
Sherwin Williams Co
|
36 | $12,395 | |
| 6 | RPM |
Rpm International Inc/De/
|
45 | $5,001 | |
| 7 | ECL |
Ecolab Inc.
|
17 | $4,736 | |
| 8 | AXTA |
Axalta Coating Systems Ltd.
|
120 | $4,106 |
All Filings in KWR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,336 | 21 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,883 | 21 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,766 | 21 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,350 | 21 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,595 | 21 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,237 | 23 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,875 | 23 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,563 | 21 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,310 | 21 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,481 | 21 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $3,360 | 21 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $4,092 | 21 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,156 | 21 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,504 | 21 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $3,139 | 21 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,629 | 21 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,846 | 21 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,992 | 21 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,980 | 21 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,119 | 21 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,321 | 21 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||