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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

APD holding history

Air Products & Chemicals, Inc. in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APD overviewAll 13F holders of APDFull Q2 2026 holdings

Shares (Q2 2026)
6,378
Value
$1.87M
% of portfolio
0.1%
Quarters held
15
Since Q1 2021
Holdings of APD by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,378$1.87M0.1%+338+5.6%AddedHolders
Q1 20266,040$1.75M0.1%+6,040NewHolders
Q2 20250$00.0%−761−100.0%Sold outHolders
Q1 2025761$224.5K<0.1%+32+4.4%AddedHolders
Q4 2024729$211.4K<0.1%−271−27.1%ReducedHolders
Q3 20241,000$297.8K<0.1%+1,000NewHolders
Q2 20240$00.0%−842−100.0%Sold outHolders
Q1 2024842$204.1K<0.1%+842NewHolders
Q2 20230$00.0%−2,224−100.0%Sold outHolders
Q1 20232,224$638.7K<0.1%−688−23.6%ReducedHolders
Q4 20222,912$897.6K0.1%+480+19.7%AddedHolders
Q3 20222,432$566.0K<0.1%+10.0%AddedHolders
Q2 20222,431$585.0K<0.1%+2+0.1%AddedHolders
Q1 20222,429$607.0K<0.1%−292−10.7%ReducedHolders
Q4 20212,721$828.0K0.1%+632+30.3%AddedHolders
Q3 20212,089$535.0K<0.1%+260+14.2%AddedHolders
Q2 20211,829$526.0K<0.1%+62+3.5%AddedHolders
Q1 20211,767$497.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.